Beaumont City Council
February 3, 2026

Recommended Action:

Authorize the Mayor to execute the Third Amendment to the Professional Services Agreement with PlaceWorks, Inc. to extend the contract term to April 5, 2028.

Attachments:

A. Professional Services Agreement (PSA) — PlaceWorks, Inc.

B. Amendment No. 3 — PlaceWorks, Inc.

C. Levine Act Statement

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AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR

THIS AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR is made and effective as of the 5 day of I , 2022, by and between the CITY OF BEAUMONT ("CITY") whose address is 550 :. 6th Street, Beaumont, California 92223 and Placeworks, a_California corporation whose address is 700 South Flower Street Suite 600. Los Angeles. California 90017 ("CONTRACTOR").

RECITALS
This Agreement is entered into on the basis of the following facts, understandings and intentions of the parties to this Agreement:

A. CITY desires to engage CONTRACTOR to provide landscape architecture and engineering design services and construction documents for the Stewart Park Improvement Project; and
B. CONTRACTOR has made a proposal ("Proposal") to the CITY to provide such professional services, which Proposal is attached hereto as Exhibit "A"; and C. CONTRACTOR agrees to provide such services pursuant to, and in accordance with, the terms and conditions of this Agreement, and represents and warrants to CITY that CONTRACTOR possesses the necessary skills, licenses, certifications, qualifications, personnel and equipment to provide such services.

AGREEMENT
NOW, THEREFORE, in consideration of the foregoing Recitals and mutual covenants contained herein, CITY and CONTRACTOR agree as follows:

1. Term of Agreement. This Agreement is effective as of the date first above written and shall continue until terminated as provided for herein. Notwithstanding anything in this Agreement to the contrary, this Agreement shall automatically terminate after three (3) years unless extended by the parties with the approval of the City Council of the CITY.

2. Services to be Performed. CONTRACTOR agrees to provide the services ("Services") as follows: landscape architecture and engineering design services as provided in the Proposal and any related services which the City may request in writing. All Services shall be performed in the manner and according to the timeframe set forth in the Proposal.

CONTRACTOR designates Isabelle Minn as CONTRACTOR'S professional responsible for overseeing the Services provided by CONTRACTOR.

3. Associates and Subcontractors. CONTRACTOR may, at CONTRACTOR's sole cost and expense, employ such competent and qualified independent associates, subcontractors and consultants as CONTRACTOR deems necessary to perform the Services; provided, however, that CONTRACTOR shall not subcontract any of the Services without the written consent of

CITY.

4. Compensation.

4.01 CONTRACTOR shall be paid at the rates set forth in the Proposal and shall not increase any rate without the prior written consent of the CITY. Notwithstanding anything in this Agreement to the contrary, total fees and charges paid by CITY to CONTRACTOR under this Agreement shall not exceed Six Hundred Forty Seven Thousand Nine Hundred Seventy One dollars ($647.971).

4.02 CONTRACTOR shall not be compensated for any Services rendered nor reimbursed for any expenses incurred in excess of those authorized unless approved in advance by the CITY, in writing.

4.03 CONTRACTOR shall submit to CITY, on or before the fifteenth (15th) of each month, itemized invoices for the Services rendered in the previous month. The CITY shall not be obligated to pay any invoice that is submitted more than sixty (60) days after the due date of such invoice. CITY shall have the right to review and audit all invoices prior to or after payment to CONTRACTOR. This review and audit may include, but not be limited to CITY's:
a. Determination that any hourly fee charged is consistent with this Agreement's approved hourly rate schedule;
b. Determination that the multiplication of the hours billed times the approved rate schedule dollars is correct;
c. Determination that each item charged is the usual, customary, and reasonable charge for the particular item. If CITY determines an item charged is greater than usual, customary, or reasonable, or is duplicative, ambiguous, excessive, or inappropriate, CITY shall either return the bill to CONTRACTOR with a request for explanation or adjust the payment accordingly, and give notice to CONTRACTOR of the adjustment.

4.04 If the work is satisfactorily completed, CITY shall pay such invoice within thirty (30) days of its receipt. Should CITY dispute any portion of any invoice, CITY shall pay the undisputed portion within the time stated above, and at the same time advise CONTRACTOR in writing of the disputed portion.

5. Obligations of CONTRACTOR.

5.01 CONTRACTOR agrees to perform all Services in accordance with the terms and conditions of this Agreement and the Proposal. In the event that the terms of the Proposal shall conflict with the terms of this Agreement, or contain additional terms other than the Services to be rendered and the price for the Services, the terms of this Agreement shall govern and said additional or conflicting terms shall be of no force or effect.

5.02 Except as otherwise agreed by the parties, CONTRACTOR will supply all 2

personnel, materials and equipment required to perform the Services. CONTRACTOR shall provide its own offices, telephones, vehicles and computers and set its own work hours. CONTRACTOR will determine the method, details, and means of performing the Services under this Agreement.

5.03 CONTRACTOR shall keep CITY informed as to the progress of the Services by means of regular and frequent consultations. Additionally, when requested by CITY, CONTRACTOR shall prepare written status reports.

5.04 CONTRACTOR is responsible for paying, when due, all income and other taxes, fees and withholding, including withholding state and federal taxes, social security, unemployment and worker's compensation, incurred as a result of the compensation paid under this Agreement. CONTRACTOR agrees to indemnify, defend and hold harmless CITY for any claims, costs, losses, fees, penalties, interest, or damages suffered by CITY resulting from CONTRACTOR's failure to comply with this provision.

5.05 In the event CONTRACTOR is required to prepare plans, drawings, specifications and/or estimates, the same shall be furnished in conformance with local, state and federal laws, rules and regulations.

5.06 CONTRACTOR represents that it possesses all required licenses necessary or applicable to the performance of Services under this Agreement and the Proposal and shall obtain and keep in full force and effect all permits and approvals required to perform the Services herein. In the event CITY is required to obtain an approval or permit from another governmental entity, CONTRACTOR shall provide all necessary supporting documents to be filed with such entity.

5.07 CONTRACTOR shall be solely responsible for obtaining Employment Eligibility Verification information from CONTRACTOR's employees, in compliance with the Immigration Reform and Control Act of 1986, Pub. L. 99-603 (8 U.S.C. 1324a), and shall ensure that CONTRACTOR's employees are eligible to work in the United States.

5.08 In the event that CONTRACTOR employs, contracts with, or otherwise utilizes any CalPers retirees in completing any of the Services performed hereunder, such instances shall be disclosed in advance to the CITY and shall be subject to the CITY's advance written approval.

5.09 Drug -free Workplace Certification. By signing this Agreement, the CONTRACTOR hereby certifies under penalty of perjury under the laws of the State of California that the CONTRACTOR will comply with the requirements of the Drug -Free Workplace Act. of 1990 (Government Code, Section 8350 et seq.) and will provide a drug - free workplace.

5.10 CONTRACTOR shall comply with all applicable local, state and federal laws, rules, regulations, entitlements and/or permits applicable to, or governing the Services authorized hereunder.
3

6. Insurance. CONTRACTOR hereby agrees to be solely responsible for the health and safety of its employees and agents in performing the Services under this Agreement and shall comply with all laws applicable to worker safety including but not limited to Cal -OSHA.

Therefore, throughout the duration of this Agreement, CONTRACTOR hereby covenants and agrees to maintain insurance in conformance with the requirements set forth below. If existing coverage does not meet the requirements set forth herein, CONTRACTOR agrees to amend, supplement or endorse the existing coverage to do so. CONTRACTOR shall provide the following types and amounts of insurance:

6.01 Commercial general liability insurance in an amount of not less than $1,000,000 per occurrence and $2,000,000 in the aggregate; CONTRACTOR agrees to have its insurer endorse the general liability coverage required herein to include as additional insured's CITY, its officials, employees and agents. CONTRACTOR also agrees to require all contractors and subcontractors to provide the same coverage required under this Section 6.

6.02 Business Auto Coverage in an amount no less than $1 million per accident.

If CONTRACTOR or CONTRACTOR's employees will use personal autos in performance of the Services hereunder, CONTRACTOR shall provide evidence of personal auto liability coverage for each such person.

6.03 Workers' Compensation coverage for any of CONTRACTOR's employees that will be providing any Services hereunder. CONTRACTOR will have a state -approved policy form providing statutory benefits as required by California law. The provisions of any workers' compensation will not limit the obligations of CONTRACTOR under this Agreement. CONTRACTOR expressly agrees not to use any statutory immunity defenses under such laws with respect to CITY, its employees, officials and agents.

6.04 Optional Insurance Coverage. Choose and check one: Required _X_ /Not Required ; Errors and omissions insurance in a minimum amount of $2 million per occurrence to cover any negligent acts or omissions committed by CONTRACTOR, its employees and/or agents in the performance of any Services for CITY.

7. General Conditions pertaining to Insurance Coverage

7.01 No liability insurance coverage provided shall prohibit CONTRACTOR from waiving the right of subrogation prior to a loss. CONTRACTOR waives all rights of subrogation against CITY regardless of the applicability of insurance proceeds and shall require all contractors and subcontractors to do likewise.

7.02. Prior to beginning the Services under this Agreement, CONTRACTOR shall furnish CITY with certificates of insurance, endorsements, and upon request, complete copies of all policies, including complete copies of all endorsements. All copies of policies and endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf.

7.03. All required policies shall be issued by a highly rated insurer with a minimum A.M. Best rating of "A:VII"). The insurer(s) shall be admitted and licensed to do business 4

in California. The certificates of insurance hereunder shall state that coverage shall not be suspended, voided, canceled by either party, or reduced in coverage or in limits, except after thirty (30) days' prior written notice has been given to CITY.

7.04 Self-insurance does not comply with these insurance specifications.

CONTRACTOR acknowledges and agrees that that all insurance coverage required to be provided by CONTRACTOR or any subcontractor, shall apply first and on a primary, non- contributing basis in relation to any other insurance, indemnity or self-insurance available to CITY.

7.05 All coverage types and limits required are subject to approval, modification and additional requirements by CITY, as the need arises. CONTRACTOR shall not make any reductions in scope of coverage (e.g. elimination of contractual liability or reduction of discovery period) that may affect CITY's protection without CITY's prior written consent.

7.06 CONTRACTOR agrees to provide immediate notice to CITY of any claim or loss against CONTRACTOR or arising out of the Services performed under this Agreement. CITY assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve CITY.

8. Indemnification.

8.01 CONTRACTOR and CITY agree that CITY, its employees, agents and officials should, to the extent permitted by law, be fully protected from any loss, injury, damage, claim, lawsuit, cost, expense, attorneys' fees, litigation costs, defense costs, court costs or any other costs arising out of or in any way related to the performance of this Agreement by CONTRACTOR or any subcontractor or agent of either. Accordingly, the provisions of this indemnity are intended by the parties to be interpreted and construed to provide the fullest protection possible under the law to CITY. CONTRACTOR acknowledges that CITY would not enter into this Agreement in the absence of the commitment of CONTRACTOR to indemnify and protect CITY as set forth herein. a. To the fullest extent permitted by law, CONTRACTOR shall defend, indemnify and hold harmless CITY, its employees, agents and officials, from any liability, claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses, damages or costs of any kind, whether actual, alleged or threatened, actual attorneys' fees incurred by CITY, court costs, interest, defense costs, including expert witness fees and any other costs or expenses of any kind whatsoever without restriction or limitation incurred in relation to, or to the extent arising out of or in any way attributable actually, allegedly or impliedly, in whole or in part to the negligent performance or willful misconduct of CONTRACTOR under this Agreement. CONTRACTOR's obligation to defend, indemnify and hold harmless shall include any and all claims, suits and proceedings in which CONTRACTOR (and/or CONTRACTOR's agents and/or employees) is alleged to be an employee of CITY. All obligations under this provision are to be paid by CONTRACTOR as they are incurred by CITY. 5

b. Without affecting the rights of CITY under any provision of this Agreement or this Section, CONTRACTOR shall not be required to indemnify and hold harmless CITY as set forth above for liability attributable solely to the fault of CITY, provided such fault is determined by agreement between the parties or the findings of a court of competent jurisdiction.

9. Additional Services. Changes and Deletions.

9.01 In the event CONTRACTOR performs additional or different services than those described herein without the prior written approval of the City Manager and/or City Council of CITY, CON TRACTOR shall not be compensated for such services.

CONTRACTOR expressly waives any right to be compensated for services and materials not covered by the scope of this Agreement or authorized by the CITY in writing.

9.02 CONTRACTOR shall promptly advise the City Manager and Finance Director of CITY as soon as reasonably practicable upon gaining knowledge of a condition, event or accumulation of events which may affect the scope and/or cost of Services. All proposed changes, modifications, deletions and/or requests for additional services shall be reduced to writing for review and approval by the CITY and/or City Council.

10. Termination of Agreement.

10.01 Notwithstanding any other provision of this Agreement, CITY, at its sole option, may terminate this Agreement with or without cause, or for no cause, at any time by giving twenty (20) days' written notice to CONTRACTOR.

10.02 In the event of termination, the payment of monies due CONTRACTOR for undisputed Services performed prior to the effective date of such termination shall be paid within thirty (30) business days after receipt of an invoice as provided in this Agreement.

Immediately upon termination, CONTRACTOR agrees to promptly provide and deliver to CITY all original documents, reports, studies, plans, specifications and the like which are in the possession or control of CONTRACTOR and pertain to CITY.

11. Status of CONTRACTOR.

11.01 CONTRACTOR shall perform the Services in CONTRACTOR's own way as an independent contractor, and in pursuit of CONTRACTOR's independent calling, and not as an employee of CITY. However, CONTRACTOR shall regularly confer with CITY's City Manager as provided for in this Agreement.

11.02 CONTRACTOR agrees that it is not entitled to the rights and benefits afforded to CITY's employees, including disability or unemployment insurance, workers' compensation, retirement, CalPers, medical insurance, sick leave, or any other employment benefit. CONTRACTOR is responsible for providing, at its own expense, disability, unemployment, workers' compensation and other insurance, training, permits, and licenses for itself and its employees and subcontractors.
6

11.03 CONTRACTOR hereby specifically represents and warrants to CITY that it possesses the qualifications and skills necessary to perform the Services under this Agreement in a competent, professional manner, without the advice or direction of CITY and that the Services to be rendered pursuant to this Agreement shall be performed in accordance with the standards customarily applicable to an experienced and competent professional rendering the same or similar services in the same geographic area where the CITY is located. Further, CONTRACTOR represents and warrants that the individual signing this Agreement on behalf of CONTRACTOR has the full authority to bind CONTRACTOR to this Agreement.

12. Ownership of Documents: Audit.

12.01 All draft and final reports, plans, drawings, studies, maps, photographs, specifications, data, notes, manuals, warranties and all other documents of any kind or nature prepared, developed or obtained by CONTRACTOR in connection with the performance of Services performed for the CITY shall become the sole property of CITY, and CON l'RACTOR shall promptly deliver all such materials to CITY upon request. At the CITY's sole discretion, CONTRACTOR may be permitted to retain original documents, and furnish reproductions to CITY upon request, at no cost to CITY.

12.02 Subject to applicable federal and state laws, rules and regulations, CITY shall hold all intellectual property rights to any materials developed pursuant to this Agreement. CONTRACTOR shall not such use data or documents for purposes other than the performance of this Agreement, nor shall CONTRACTOR release, reproduce, distribute, publish, adapt for future use or any other purposes, or otherwise use, any data or other materials first produced in the performance of this Agreement, nor authorize others to do so, without the prior written consent of CITY.

12.03 CONTRACTOR shall retain and maintain, for a period not less than four years following termination of this Agreement, all time records, accounting records and vouchers and all other records with respect to all matters concerning Services performed, compensation paid and expenses reimbursed. At any time during normal business hours and as often as CITY may deem necessary, CONTRACTOR shall make available to CITY's agents for examination all of such records and shall permit CITY' s agents to audit, examine and reproduce such records.

13. Miscellaneous Provisions.

13.01 This Agreement, which includes all attached exhibits, supersedes any and all previous agreements, either oral or written, between the parties hereto with respect to the rendering of Services by CONTRACTOR for CITY and contains all of the covenants and agreements between the parties with respect to the rendering of such Services in any manner whatsoever. Any modification of this Agreement will be effective only if it is in writing signed by both parties.

13.02 CONTRACTOR shall not assign or otherwise transfer any rights or interest in this Agreement without the prior written consent of CITY. Unless specifically stated to the contrary in any written consent to an assignment, no assignment will release or 7

discharge the assignor from any duty or responsibility under this Agreement.

13.03 CONTRACTOR shall timely file FPPC Form 700 Conflict of Interest Statements with CITY if required by California law and/or the CITY' s conflict of interest policy.

13.04 If any legal action or proceeding, including an action for declaratory relief, is brought to enforce or interpret the provisions of this Agreement, the prevailing party will be entitled to reasonable attorneys' fees and costs, in addition to any other relief to which that party may be entitled.

13.05 This Agreement is made, entered into and shall be performed in the County of Riverside in the State of California and shall in all respects be interpreted, enforced and governed under the laws of the State of California.

13.06 CONTRACTOR covenants that neither it nor any officer or principal of its firm has any interest, nor shall they acquire any interest, either directly or indirectly, which will conflict in any manner or degree with the performance of their Services hereunder.

CONTRACTOR further covenants that in the performance of this Agreement, no person having such interest shall be employed by it as an officer, employee, agent, or subcontractor.

13.07 CONTRACTOR has read and is aware of the provisions of Section 1090 et seq. and Section 87100 et seq. of the Government Code relating to conflicts of interest of public officers and employees. CONTRACTOR agrees that they are unaware of any financial or economic interest of any public officer or employee of the CITY relating to this Agreement. It is further understood and agreed that if such a fmancial interest does exist at the inception of this Agreement, the CITY may immediately terminate this Agreement by giving notice thereof. CONTRACTOR shall comply with the requirements of Government Code section 87100 et seq. and section 1090 in the performance of and during the term of this Agreement.

13.08 Improper Consideration. CONTRACTOR shall not offer (either directly or through an intermediary) any improper consideration such as, but not limited to, cash, discounts, services, the provision of travel or entertainment, or any items of value to any officer, employee or agent of the CITY in. an attempt to secure favorable treatment regarding this Agreement or any contract awarded by CITY. The CITY, by notice, may immediately terminate this Agreement if it determines that any improper consideration as described in the preceding sentence was offered to any officer, employee or agent of the CITY with respect to the proposal and award process of this Agreement or any CITY contract. This prohibition shall apply to any amendment, extension or evaluation process once this Agreement or any CITY contract has been awarded. CONTRACTOR shall immediately report any attempt by any CITY officer, employee or agent to solicit (either directly or through an intermediary) improper consideration from CONTRACTOR. 8

IN WITNESS WHEREOF, the parties hereby have made and executed this Agreement to be effective as of the day and year first above -written.

CITY:

CITY OF B
By:
oyd White, Mayor
CONTRACTOR:

Placeworks
By:

Print Name:

Title:
9 tnC.--tFer.-1

EXHIBIT "A"

PROPOSAL

Engineering Design
Services and Construction
Documents for Stewart Park
Improvement Project

PLACEWORKS
February 23, 2022
Kristine Day, Assistant City Manager
City of Beaumont
550 E. 6th Street
Beaumont, CA 92223
Re: Stewart Park Improvement Project
Dear Kristine:

Please accept the attached submittal as PlaceWorks' proposal to provide landscape architecture and engineering design services and construction documents for the Stewart Park Improvement Project for the City of Beaumont. The City has put together an exciting vision for the park and our team is enthusiastic about working with you to bring it to reality. This project requires an experienced team in public park renovation, recreational facility design, hydrological assessment, utility coordination, and environmental review to ensure that the project addresses the technical challenges, provides effective construction documents, and prepares the project for construction.

PlaceWorks is a full -service planning and design firm with expertise in park renovation. We have six offices throughout California with landscape architecture teams based in our Los Angeles, Santa Ana, and Berkeley offices. For this project, PlaceWorks will lead the team and serve as the primary designer for the project, as well as receive support from our in-house environmental staff.

As the frequent prime consultant on public park and open space projects, we have extensive experience leading multidisciplinary teams such as the one we have assembled for the Stewart Park project. Our team includes BKF Engineers to provide civil engineering, hydrological assessment, surveying, and property coordination; Ninyo & Moore to conduct the geotechnical assessment; PBS Engineers to develop electrical plans and assist with SCE coordination; Spire Structural to assist in structural engineering; and Sweeney +Associates to provide irrigation design. Our team is supported by two design specialists: PACE to develop the custom splash pad and California Skate Parks to design the skate park upgrade.

PLACEWORKS.COM • Orange County • Bay Area • Sacramento • Central Coast • Los Angeles • Inland Empire

PLAC€WORKS
This project requires an experienced team in park renovation and public project development to ensure that the City gets a project that is well -designed, within budget, and ready for construction. While much of our built work has been in Northern California, members of our core staff have recently relocated to Los Angeles to expand our practice area. This includes Jesse Jones, our proposed project manager for the Stewart Park Improvement Project. Jesse is a registered landscape architect and brings expertise in the design and construction of parks, playground, and streetscape projects.

Please do not hesitate to contact me if you need more information. The PlaceWorks team looks forward to working with you on this interesting and challenging project.

Sincerely,

PLACEWORKS
Isabelle Minn, ASLA, LEED AP
Principal
510.848.3815
[email protected]

February 23, 2022 I Page 2

February 23, 2022 I Proposal for Services
Landscape Architecture and
Engineering Design Services and
Construction Documents for
Stewart Park Improvement Project
for the City of Beaumont

PLACEWORKS
Submitted by: PlaceWorks
700 South Flower Street Suite 600
Los Angeles, California 90017
t 213.623.1443
In Association with:

BKF Engineers
Pace
Ninyo & Moore
PBS Engineers
Spire Structural
Sweeney & Associates
California Skate Parks
ORANGE COUNTY • BAY AREA • SACRAMENTO • CENTRAL COAST • LOS ANGELES • INLAND EMPIRE www.placeworks.com

Table of Contents
A. INTRODUCTION/INFORMATION
B. APPROACH
c. FIRM PROFILE

LOCAT/ON
D. ORGANIZATION, KEY PERSONNEL, AND RESUMES
Figure 1: Organization Chart
1 3
4 INCLUDED IN SECTION A
7 8
E. PROJECT EXPERIENCES 9
F. REFERENCES
G. SCOPE OF SERVICES
11 12
H. PROJECT SCHEDULE 20
Figure 2: Project Schedule 20

COST PROPOSAL UNDER SEPARATE COVER
APPENDIX No. 1: RESUMES
APPENDIX No. 2: PROJECT CUTSHEETS

TABLE OF CONTENTS

A: Introduction
Renovating Stewart Park offers the opportunity to enhance a community asset. The park serves an important role as recreational destination, festival venue, and play space. Upgrades will ensure that it continues to serve the City of Beaumont's (City's) residents for many years into the future. The PlaceWorks team is excited to work with the City on this project and believes that we can use our talents to bring you an exceptional new open space.

Project Understanding
This project will pave the way for construction of the renovated Stewart Park with design drawings, permitting, and coordination with local utilities and agencies. The design team will expand on the conceptual plan and provide detailed strategies for delivering the proposed improvements, including a splash pad, playground, skate park, bandshell, gaga ball courts, picnic facilities, walking trails, restroom, parking area, park lighting, and planting. Based on our review of the request for proposals (RFP) and our experience on similar park renovation projects, we identified the following key considerations for the design team.

Provide a multi -functional setting that works for community -wide festivals and day-to-day use. Stewart Park is a community park in the heart of Beaumont. It will be used on a day-to-day basis by the general public, including families and kids from neighboring schools, and will host at least two large events annually. The design needs to create space that is comfortable and functional for single users, small groups, and the large crowds, providing easy navigation, durable materials, and an attractive setting. The site design must also consider climatic conditions in Beaumont and ensure that the final design provides adequate shade for hot summer months and uses a plant palette appropriate for the region.

Deliver exciting upgrades in a cost-effective way. The project requires both creativity in design and thoughtful consideration of improvement costs to ensure that the final designs are realistically estimated and buildable within the City's budget. Furthermore, low -maintenance strategies and durable materials will also be important to prioritize in the project design to limit the City's long-term maintenance costs. With current drought conditions, the plan should also prioritize low water use trees and plants to limit irrigation costs. We assume that prefabricated structures will be used for the new restroom and bandshell as a way of saving construction budget while allowing for customization to fit the project needs.

Offer a fun alternative to the swimming pool. The removal of the swimming pool took away a valuable aquatic experience at the park. A new splash pad will offer an opportunity to bring back a different but rich water -play activity space. The splash pad will provide an important space for children to cool off and play during the hottest times of the year and can be an interesting visual component to the park. A well -designed splash pad can be water - efficient and long-lasting.

Integrate with existing facilities and protect existing assets. While the renovation will bring in new facilities and important upgrades, it will be important to consider existing features and develop a plan that works seamlessly with the existing park features to create a cohesive park experience. The plan shall also seek to preserve important park features, such as mature trees around the perimeter of the park that can provide needed shade.

STEWART PARK IMPROVEMENT PROJECT

CITY OF BEAUMONT

A. Introduction ■D 1

Meet jurisdictional requirements and manage utility needs. As an existing park and roadway, the project must consider the needs of the utilities and agencies that pass through the space. In particular, the park must maintain functionality of the flood control basin and the project team must engage in strategic dialogue with Riverside County Flood Control and Water Conservation District (RCFC&WCD) to ensure that the project meets both the City's recreational needs and the District's hydrological ones. The project team must also facilitate water and electrical service for the project and coordinate directly with Beaumont Cherry Valley Water District (BCVWD) and Southem California Edison (SCE).

Scope Objectives
The scope of services for this project includes a full -service design and permitting process, including preliminary design, community engagement, utility coordination, construction documents, and environmental review. Our multi- disciplinary team will work collaboratively to effectively deliver a design that is buildable and well -coordinated with all stakeholders, agencies, and utilities.

Over years of managing complex projects with multiple subconsultants, PlaceWorks has developed effective strategies for guaranteeing that our work products are of the utmost quality, are completed within the agreed -upon time frame, and are aligned with the established budget. We work with our clients to develop complete critical path schedules in the initial project stages and establish meeting and deliverable due dates as early as possible, to allow everyone involved to monitor the project's progress. We schedule dates for deliverables for both our internal products and ones from our subconsultants to allow adequate time for internal review to ensure that each product we give our clients undergoes a thorough quality control assessment.

PlaceWorks maintains constant communication with our clients and subconsultants, and we document decisions in writing to make certain they are clearly understood by all team members.

Project Team
For this project, PlaceWorks will serve as the prime consultant, providing landscape architecture, serving as the primary contact with the City's project manager, presenting materials at meetings and leading community engagement, and producing the environmental document.

PlaceWorks staff will conduct work out of our Los Angeles and Santa Ana offices.

Our team is supported by subconsultants in the fields of civil engineering, structural engineering, electrical engineering, and design specialists for splash pads and skate parks. Together, our team brings over 30 years of expertise in crafting projects similar to the Stewart Park Improvement Project. Greater detail on our project team and our experience is provided in Chapters D and F.

PLACEWORKS
700 FLOWER STREET, SUITE 600
Los ANGELES, CA 90017
PRIMARY CONTACT AND PROJECT MANAGER:

JESSE JONES, RLA #6371
213 1623.1443
JJONES©PLACEWORKS.COM
2 IAA A. Introduction & Location

STEWART PARK IMPROVEMENT PROJECT

CRY OF BEAUMONT

B: Approach
The PlaceWorks team brings the skills needed to successfully complete the Stewart Park Improvement Project and prepare the project to go out to bid. The following summary describes our approach. Our scope of services presented in Chapter l provides greater detail on the tasks presented in the RFP.

Detailed site analysis and evaluation of the existing concept. The project will begin with a detailed assessment of existing conditions with consideration for the proposed improvements. A survey and technical studies will provide a new level of detail and the foundation for a comprehensive site analysis. A qualitative assessment of the park will identify conditions that will impact visitor experience, such as areas with high sun or wind exposure and considerations will be made for protecting existing park assets and incorporating them into the updated site design. As part of this task, the design team will additionally consider the Concept Plan with focused attention on feasibility, costs, and compatibility between adjacent uses.

Integrated design. The PlaceWorks team will work collaboratively to develop a park plan that is functional, aesthetically pleasing, and unique to Beaumont. While PlaceWorks will lead the design efforts, specialists on the team will bring expertise to the splash pad and the skate park, and our team of engineers will ensure that the project functions effectively and site features are durable and up to code. PlaceWorks coordinates directly with all subconsultants and fosters a collaborative workflow to ensure that the project is delivered in a cohesive and integrated way.

Comparative Alternatives and Iterative Plan Review. The Schematic Design process will include developing design alternatives for delivering the proposed park improvements. The alternatives will be prepared to provide an equal experience in terms of park programming but vary in layout and design details.

These alternatives will present the City and the public, through the online survey, with options to consider before moving into design development. Once a preferred approach is determined, the PlaceWorks team will move through the design phases towards Final Construction Documents with regular check -ins with the City to ensure that the plan is progressing in a way that meets the needs of the project.

Focus on implementation. At all stages of the design process, the PlaceWorks team will consider project feasibility. All design products will be accompanied by a construction cost estimate and potential impacts to construction costs will be highlighted for the City. The PlaceWorks team will additionally coordinate with outside agencies and utilities to ensure that all plans are approved before Final Design. The project will include environmental review that will be tailored to the project. The PlaceWorks team will conduct parcel consolidation and utility easement work necessary to prepare for construction.

Communication. PlaceWorks trains effective project managers with the tools to communicate effectively with clients and stakeholders. Weekly progress meetings will be held to keep the project team up to date and involved in the project. Documentation with action items will ensure clear direction and avoid delays. Materials for public review, including the online survey, and meeting presentations will be reviewed by the City's project manager to ensure consistency with the project goals and City messaging. Presentation materials will be graphically rich and easy to understand. They will also be reviewed by internal staff for content and quality.

STEWART PARK IMPROVEMENT PROJECT

CITY OF BEAUMONT

B. Approach O■ 3

C: Firm Profile
PlaceWorks has assembled a highly qualified team to complete the Stewart Park Improvement Project. This chapter describes the firms on our team and areas of expertise.

PlaceWorks
PlaceWorks is one of the west's preeminent planning and design firms, with approximately 120 employees in six offices. Formerly known as The Planning CenterIDC&E, PlaceWorks' history dates back over 45 years. The Planning Center, established in 1975, was created with the intent to integrate individual design disciplines and work efforts into a greater whole. Similarly, Design, Community & Environment (DC&E) was founded over 20 years ago to offer high -quality, personalized, and comprehensive planning, design, and environmental review services. In 2011, these two highly respected planning and design firms merged, forming a company with an expanded set of disciplines and strengths.

PlaceWorks serves both public- and private -sector clients throughout the state in the fields of landscape architecture, urban design, comprehensive planning, environmental review, and community outreach. Our landscape architecture team brings diverse experience in planning and development of parks, playground and field renovations, design guidelines and streetscapes, and trails and open space facilities, as well as graphic design and interpretive signage.

PlaceWorks Strengths
The PlaceWorks team brings this specific expertise relevant to the Stewart Park Improvement Project.

Experience with Park Renovations. PlaceWorks has substantial experience with the evaluation, redesign, construction documentation, and construction administration of public parks in challenging urban environments. As much of our public sector work is retrofitting existing facilities, PlaceWorks is well -prepared to carefully analyze the existing site conditions and infrastructure and anticipate potential conflicts while also improving ADA access and universal design. A key element is a thorough site survey, verified with utility information and on -site analysis, which will ultimately save time and money throughout the life of the project.

From Vision to Reality. PlaceWorks has extensive experience transforming conceptual plans into working drawings for both projects where we lead the master plan process and for clients that bring their own vision. Our creative landscape architects work at all stages of the design process and move seamlessly between phases by understanding a project from initial concept to opening day.

Innovative Outdoor Environments. PlaceWorks works closely with staff, stakeholders, and the surrounding communities when developing park designs to envision and create outdoor environments that are flexible, engaging, unique, and inspiring. We seek opportunities to include interpretive and educational themes and components in our park designs.
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Realistic Phasing, Prioritization, and Cost Estimation. The design must be buildable, affordable, and maintainable within the City's established budgets and thresholds. PlaceWorks also has a solid track -record estimating project costs and navigating changes in the volatile bidding climate, particularly during the COVID pandemic. We work with our engineers and industry experts to follow trends in material costs to avoid project delays and necessary redesign to address bids above the project budget.

Sustainability and Water Conservation. PlaceWorks is a leader in the field of sustainable planning and design and has worked closely with many agencies and organizations, including Build it Green, and the California Urban Water Conservation Council to develop guidelines, design templates, and maintenance manuals that address water conservation, stormwater management, and high -efficiency irrigation.

Award -winning Community Engagement. PlaceWorks embraces community -based design and is a leader in public engagement. PlaceWorks has won numerous awards for our outreach practice. We create and carry out a broad range of public engagement strategies that are customized to meet the needs of the client, the budget, and the project, including customized online outreach. Our online surveys are easy to implement and easy to use and can be readily developed for the Stewart Park Improvement Project.

In -House Environmental Review. PlaceWorks is one of the few Califomia firms that completes award -winning designs and plans, as well as comprehensive California Environmental Quality Act (CEQA) documents, in-house.

Our planners and designers are highly familiar with CEQA, permitting, and regulatory processes, which allows us to develop designs that minimize impacts and reduce costs for our clients.

BKF
Since 1915, BKF Engineers earned a reputation for its ability to successfully plan, design, survey, and implement complex projects. BKF's decades of engineering, surveying, and planning experience is evident in our legacy projects throughout the west coast. By leveraging our diverse project portfolio in combination with innovative design solutions, BKF's team of more than 450 experienced staff is dedicated to successfully delivering sustainable and dynamic projects for our communities and partners. BKF Engineers will assist PlaceWorks in providing Civil Engineering & Surveying services. We will conduct a site survey, assist with construction drawings (erosion control, demolition, grading and drainage, and utility plans and details), and do construction administration on civil items.

Ninyo & Moore
Ninyo & Moore, a California Corporation, is a minority -owned, multidisciplinary consulting firm that provides high - quality geotechnical and environmental consulting services. The firm was incorporated in 1986 to provide consulting services in geotechnical engineering, construction inspection and testing, engineering geology, hydrogeology, hazardous waste remediation and environmental assessment. Ninyo & Moore will support the PlaceWorks team in determining the locations of our exploratory borings and infiltration tests based on, the preferred park improvement concept plan, and will provide project oversight during the field work, laboratory testing, geotechnical engineering analysis, and preparation of our geotechnical evaluation report.

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C. Firm Profile ow . 5

PBS Engineers
PBS was established in 1982 as a Portland -based professional services firm dedicated to assisting the public and private sectors with health and safety and environmental issues. Since that time, our firm has expanded through multiple offices across the Pacific Northwest offering a wide range of engineering, environmental, health and safety, and surveying services.

PACE
Pacific Advanced Civil Engineering, Inc. (PACE) is a specialized civil engineering firm formed in 1987 offering advanced water resource services. PACE offers a wide range of engineering services related to water, wastewater, stormwater management, and water resource permitting and regulatory compliance to ensure projects are both economically viable and environmentally sustainable. Our engineering approach focuses on maximizing value by creating multi -use infrastructure systems, cost-effective phasing strategies and systems that include environmental, aesthetic, and recreation uses.

Spire Structural
Spire Structural Engineering Inc. was established in 2005 to provide structural engineering analysis and design of many types of new and existing structures using all materials. Spire's staff is determined to provide its clients with designs that consider cost, ease of construction, and cutting -edge construction methods to meet the objectives of each project.

Sweeney &. Associates
Sweeney & Associates, Inc. is an irrigation consulting firm specializing in irrigation system design, master planning, and water management. Founded in 1990, in San Diego, California, the company has evolved into an internationally recognized leader in the irrigation industry. Sweeney & Associates provides irrigation design services to a wide variety of clientele, including landscape architects, engineering firms, and municipalities. The company is recognized as a leader in the drip and subsurface irrigation design field.

California Skateparks
California Skateparks (CSP) is a full -service design/build company specializing in the development of public and private environments for skateboarding throughout the United States and around the world. Founded by Joe Ciaglia in 1990, California Skateparks has created a diverse range of public and private skateparks, plazas, skate spots, bowls, and landscape projects. These places have not only increased opportunities for skateboarding and other action sports, but they have contributed to the recreational and social fabric of the communities in which they are located.
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D. Organization, Key Personnel, and Resumes
This chapter describes the key PlaceWorks personnel who will manage the Stewart Park Improvement Project. The full organization of the team is shown graphically in Figure 1. Resumes for all key staff assigned to this project are included Appendix No. 1.

PlaceWorks
Isabelle Minn, ASLA, LEED AP, Principal, will serve as Principal -in -Charge and will ensure that all products are produced on time, on budget, and meet the highest standards of quality. Additionally, she/he will be available to facilitate public workshops and critical meetings throughout the process. Isabelle has more than two decades of experience in community -based design and planning. Her work has focused on landscape architecture and urban design, with an emphasis on the protection of open space and natural resources, as well as on improving and greening our urban areas. She has managed a wide range of projects from large, open space master plans to urban forestry plans and site planning and design. She strives to create a balance between protecting resources and increasing public access.

Isabelle has developed multidisciplinary studies addressing physical, biological, cultural, and policy issues that affect watersheds. She has also managed many trail planning and design projects, from large-scale trail master plans to construction documents, and she is an expert on the development of urban greening projects. Isabelle is currently overseeing PlaceWorks' efforts on the Reimagining Big Basin project, the Folsom Lake SRA Road and Trail Management Plan, and the East Mountain Tampalpais State Park Facilities Management Plan. Isabelle is fluent in Spanish and frequently facilitates in Spanish as part of park planning and design work at PlaceWorks.

Jesse Jones, ASLA, Senior Associate, will serve as the Project Manager and will be responsible for the day-to-day management of the project, as well as for maintaining regular contact with City staff, coordinating with subconsultants, facilitating workshops, and attending all project meetings. Jesse brings to every project a broad range of experience in landscape design and environmental analysis. Her areas of focus include landscape infrastructure, including low -impact design interventions; school gardens and outdoor learning environments; shoreline parks; and trail planning and design. As a landscape architect at PlaceWorks, Jesse provides research and design services, including construction documentation, conceptual design, and graphic production for a variety of project types.

Jesse relocated from our Bay Area office to Los Angeles in 2021 and brings a wealth of experience in park construction to her new home. She continues to manage projects in both Northern and Southern California, including the Richmond Wellness Trail, which is currently under construction, and the Capistrano Beach Park Master Plan. Jesse served as project. manager or key project staff on all of the PlaceWorks projects presented in this proposal. She leads multi -disciplinary teams on nearly every project and strives for that perfect balance of highly functional and exceptionally beautiful.

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FIGURE 1 ORGANIZATIONAL CHART

CITY OF BEAUMONT
Department of Parks and Recreation
Department of Public Works

PLACEWORKS
Project Management, Landscape Architecture, Public Engagement, Environmental Review Isabelle Minn, RLA #5248, LEED AP, Principal -in -Charge Jesse Jones, RLA #6371, Senior Associate, Project Manager Jenn Chung, Associate Designer, Landscape Architecture
Yue Zhang, Associate Designer, Landscape Architecture
Logan Woodruff, Associate Designer, Landscape Architecture Addle Farrell, Principal, Environmental

BKF ENGINEERS
Civil Engineering
Bruce Kirby, PE, QSD/QSP, Associate
Davis Thresh, PLS

NINYO & MOORE
Geotechnical Engineering
Michael Putt, PG, CEG, Principal Geologist

SPIRE STRUCTURAL
Structural Engineering
Alexandros G. Bletsos, SE, Principal
Jeremy C. Welton, SE Principal
PACE
Splash Pad Design
Zirang Song, MS, PE, Vice President / Recreational Water Division Manager

PBS ENGINEERS
Electrical Engineering
Kunal Shah, PE, RCDD, LEED AP, Tariq Hassan, PE,
Louis (Lou) Perez, Gregory Morrison, Ronald (Ron) Martinez

SWEENEY & ASSOCIATES
Irrigation
Daniel L. Zummallen, Vice President

CALIFORNIA SKATE PARKS
Skate Park Design
Zachary Wormhoudt, RLA #4305, Principal
8 ■■ E. Project Experience

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E: Project Experiences
This chapter provides a list of projects related to the scope of work that PlaceWorks has completed within the past five years. Please see Appendix No. 2 for images and additional projects from the PlaceWorks team.

PlaceWorks
Snow Park Renovation for the City of Oakland. PlaceWorks worked with the City of Oakland to develop a comprehensive urban greening retrofit along Oakland's iconic Lake Merritt. Snow Park was redesigned to include new features were added to meet the needs of the local community. These include a new state-of-the-art terraced play area and a pedestrian promenade, with a highly visible rain garden featuring a custom art piece by local artists WowHaus. The sculpture represents a mythical water -dwelling creature that connects the site's location near the lake and the rainwater elements in the park. PlaceWorks designed the space to highlight the sculpture and bring people into the heart of the park. The project also included a new pedestrian- and bicycle -friendly multimodal corridor connection along the lake. The project included permeable and high-albedo paving, native and climate adapted plantings, and high recycled content in all purchased materials.

PlaceWorks also provided outreach and coordination with the community and multiple advisory committees to create conceptual plans for the park, streetscape, and lakeside improvements. The plans were developed into construction documents that included specific enhancements for roadways, electrical systems, street lighting, and stormwater infrastructure, including ample rain gardens. PlaceWorks' role on this project included environmental review under CEQA and National Environmental Policy Act (NEPA). PlaceWorks also provided construction administration.

PROJECT HIGHLIGHTS
✓ Multi -level playground
✓ Award winning park
renovation project
✓ Innovative stormwater
management
Jean Sweeney Open Space Park for the City of Alameda.

PlaceWorks prepared design development and construction documents for this unique 27 -acre community park in the heart of Alameda. The design process built upon a masterplan developed by the City with input from residents. PlaceWorks conducted community outreach with residents and stakeholders to ensure that the final project fulfilled their vision for the site. A phasing plan was developed separating construction and bidding of the park into four phases. The

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E. Project Experience ■■
9 first phase of construction includes the Cross -Alameda Trail, a shaded Class I bike trail which runs along the northern edge of the park.

The second phase of construction includes the eastern end of the Park, with a large nature playground, great lawn, picnic pavilion, parking lot and stormwater treatment planting. The park incorporates elements from the site's previous use by the Beltline Railway, including a historic train shelter and interpretive signage about Jean Sweeney's legacy as an open space advocate. The nature play area incorporates natural elements, such as boulders and logs repurposed from City tree maintenance, with playground equipment to create a unique and memorable play experience for both young children and older youth.

The third and fourth phases of the park will expand the park by adding, a large community garden, demonstration orchards, a bicycle skills course, habitat planting areas, and hiking trails with ongoing opportunities for outdoor education and nature -watching.

PROJECT HIGHLIGHTS
Prefabricated gathering
pavilion and rest stops
Large playground with water
features
V. Integrated trail and bike path
Iris Chang Park for the City of San Jose. PlaceWorks provided master planning, landscape architectural design, and construction documents for a new 2.5 -acre memorial sculpture park in North San Jose.

PlaceWorks' CEQA staff completed the Initial Study/Negative Declaration necessary for the project. The park is named after Iris Chang, a Chinese-American journalist and author, who wrote the bestselling book, The Rape of Nanking, which covered atrocities committed in China by the Japanese army, a forgotten holocaust of the Second World War.

PlaceWorks worked closely with the community as well as with Ms.

Chang's parents in shaping the vision for the park, which includes a series of monumental stone sculptures created by the artist Richard Deutsch.

The site is located adjacent to Coyote Creek Trail and the new path system includes an accessible trail connection from the park and its neighborhoods up to the trail, which runs along the top of a levee.

The grading required to bring users from ground level to the trail provided inspiration for exuberant curves in path layout and in earthform, allowing the landscape to have a sculptural form of its own.

The park design includes a dynamic planting plan made up of grasses of various textures and sizes arranged in concentric and undulating waves. These textures and forms, combined with the stone sculptures, create a contemplative environment for visitors to consider Iris Chang's legacy.

PROJECT HIGHLIGHTS
✓ Collaboration with local artist
Multiuse lawn and Drought
Tolerant Planting
✓ Flood Control District
Coordination
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F: References
PlaceWorks has provided references from clients who can attest to the quality of the work we do. We encourage you to contact them to find out more about our project work.

Clement Lau, Departmental Facilities Planner
County of Los Angeles
1000 S. Fremont Ave, Unit #40, Building A-9 West, 3rd Floor Alhambra, CA 91803 1626.588.5301
626-588-5301
Dates of work: 2013-2015, 2016-2019, 2020
Description of services: multiple projects including community parks plans, street level renderings for public works improvements, and community engagement
Annie Youngerman, Project Manager
The Trust for Public Land
101 Montgomery Street., Suite 1000
San Francisco, CA 94104
415-800-5201
Dates of work: September 2019 — June 2021
Description of services: conceptual design, construction drawings, and construction administration of Markham Elementary School in Oakland, CA.

Han -Lei Wang, Landscape Architect
City of San Jose
Public Works, CFAS
200 East Santa Clara Street, 6th Floor
San Jose, CA 95113
408-535-8356
Dates of work: June 2018 — May 2019
Description of services: construction drawings and construction administration for Iris Chang Park in San Jose, CA.

Barney Matsumoto, Landscape Architect
California State Parks, Southern Service Center
2797 Truxtun Rd
San Diego, CA 92106
619.221.7070
Dates of work: on -going
Description of services: various projects as on -call park planners for California State Parks

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F. References in 11

G: Scope of Services
Task I. Project Initiation and Project Management

1.1 City Staff Meeting 1: Kickoff Meeting and Site Visit The PlaceWorks team will attend a kick-off meeting with City staff to discuss expectations and concems, and to review key issues, information needs, work products, and delivery schedule. Overall project schedule and meeting dates will be reviewed. After the kick-off meeting, the PlaceWorks team will visit and photograph Stewart Park, paying particular attention to features and issues identified at the kick-off meeting and areas with proposed improvements in the Concept Plan.

1.2 Ongoing Project Management
PlaceWorks will coordinate with City staff throughout the project and will manage the scope, cost, and schedule to ensure that the project is completed efficiently. PlaceWorks will conduct weekly calls with the City project manager to coordinate. Additional meetings with the City Staff related to project review are called out in the tasks below.

Task 2. Data Gathering and Site Analysis

2.1 Survey
BKF Engineers (BKF) will provide boundary and topographic surveying of the project site. The topographic survey will cover the project area and will extend to include the full width of adjacent rights -of -way. Spot elevations will be sufficient to generate 0.5 foot contours and existing easements, assessor parcel numbers, and existing utilities on or adjacent to the proposed project area will be shown. Potholing will be conducted to confirm existing utilities.

2.2 Preliminary Title Reports, Street ROW Vacation, and Parcel Merger BKF will obtain the preliminary title report on all project parcels. BKF will additionally work with the City to finalize documentation necessary for formally close 9th and 10th Street and to merge the entire project area into one parcel.

BKF will document and record the final boundary survey and provide it to the City.

2.3 Geotechnical Investigation
Ninyo & Moore will develop a geotechnical investigation report for the proposed project. The study will incorporate the existing information from the June 2021 study and will include a geologic reconnaissance of the site to evaluate existing conditions. Ninyo & Moore will also conduct up to five (5) small diameter borings ranging from 20 to 30 feet deep and two additional shallow borings to a depth of approximately 5 feet to perform infiltration tests. Borings will be in areas where new facilities are proposed, including the restroom, bandshell, splash pad, playground, and parking lots. Laboratory tests will be conducted on the subgrade materials, and a letter report will be prepared containing the following: a site plan showing boring locations, logs of the borings, laboratory test data, a description of the geotechnical site conditions, site class and related seismic design parameters per the 2019 California 12 ■■ G. Scope of Services

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Building Code, earthwork recommendations for subgrade preparation of pavements and structures, and foundation recommendations for a restroom, bandshell, and splash pad slab.

2.4 Hydrological Assessment
BKF will conduct a hydrological assessment of the existing park and area feeding the Riverside County Flood Control and Water Conservation District (RCFC&WCD) flood control basin. The assessment will include current flood capacity and analyze flood events, including the 100 -year storm event. Following the development of the 30% design drawings, BKF will assess the impacts of any proposed improvements to the capacity and function of the flood control basin. These studies will be used in discussion with RCFC&WCD described in Task 5.

2.5 Site Analysis and Concept Review
Based on site visits, review of background information, and the hydrological assessment, PlaceWorks will develop a comprehensive Site Analysis including descriptive maps, diagrams, and graphics to clarify and illustrate existing conditions and identify key opportunities and constraints to be considered. The PlaceWorks team will additionally analyze the City's Concept Plan to determine feasibility and consistency with site opportunities and constraints.

2.6 City Staff Meeting 2: Site Analysis and Design Considerations PlaceWorks will facilitate a meeting with City staff to review and discuss the Site Analysis and considerations for the Concept Plan. The project team will confirm the direction for the preliminary design.

Task 3. Preliminary Design and Community Engagement

3.1 Schematic Design
The PlaceWorks team will develop up to two alternative conceptual site designs for Stewart Park. The alternatives will include graphic plans, material palettes, street level renderings, and other graphics to help convey design intent.

Conceptual site designs will include, but not be limited to:
▪ Walking trail alignments and public access
• New use areas, including new splash pad, playground, gaga courts, and bandshell • Prefabricated structure styles
▪ Upgraded skate park features
▪ Site fumishings, including benches, picnic pavilions, and BBQs IR Plant palette
▪ Traffic circulation and flow
Both alternatives will be accompanied by a high-level cost estimate and both will target the same budget.

3.2 City Staff Meeting 3: Schematic Design
PlaceWorks will facilitate a meeting with City staff to review the Schematic Design Alternatives and potential changes to the options before presenting them in the online forum. The project team will also review the draft online survey tool and discuss strategies for gathering responses.

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G. Scope of Services • ■ 13

3.3 Online Survey
PlaceWorks will develop and host and online survey to gather feedback on the Schematic Design Alternatives. The survey will target getting feedback about site features rather than directly voting for one alternative, allowing the final design to be a combination of preferred elements. Following the completion of the survey, PlaceWorks will provide a concise summary of responses and recommendations for moving forward.

3.4 City Council Meeting 1: Schematic Design
In partnership with City staff, PlaceWorks will present the Schematic Design Altematives and results from the online survey to City Council. The presentation will include a summary of the preferred approach to move forward for design development but will allow for feedback and recommendations from City Council members.

3.5 Draft Design Development
Based on discussions with City staff, community feedback from the online survey, and comments from City Council, the PlaceWorks team will develop a single preferred design option, including a rendered site plan graphic with callouts identifying the project components with a written description, sections showing relationship between park elements, and street level renderings of site features.

The draft plan will be accompanied by a lighting analysis showing existing illumination in the park and a proposed lighting strategy based on the proposed plan. The draft plan will also include a preliminary planting plan with hydrozones identified and preliminary water use calculations determined. The design will be accompanied by a draft cost estimate.

3.6 City Staff Meeting 4: Design Development
PlaceWorks will facilitate a City staff meeting to discuss the Draft Design Development Plan and solicit review comments and edits. The project team will also prepare for the final presentation to City Council.

3.7 Revised Design Development (30 -Percent Drawing and Cost Estimate) Based on City review comments, the PlaceWorks team will revise the Draft Design Development Plan. This draft will serve as the basis for the CEQA project description and will be used in discussions and for preliminary letters of intent with RCFC&WCD, Southern California Edison (SCE), and Beaumont Cherry Valley Water District (BCVWD).

The revised Design Development package will include preliminary working drawings to 30 percent and will be accompanied by a cost estimate. The package will include the following preliminary plan sheets:
• Title Sheet and Location Map
• Demolition Plan
• Grading, Drainage, and Utility Plan
• Layout Plan
• Materials Plan
• Electrical Plan
• Planting Plan and Hydrozone Irrigation Calculations
14 • • G. Scope of Services

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Specifications will be in CSI format. A table of contents will be provided with the 30% set indicating section to be included in subsequent submittals.

3.8 City Council Meeting 2: Design Development
In partnership with City staff, PlaceWorks will present the Revised Design Development package to City Council.

The presentation will focus on the changes to the project based on feedback from City staff, the public, and City Council.

3.9 City Staff Meeting 5 and Field Review: Preparing for Final Design PlaceWorks will facilitate a City staff meeting to review the 30% drawings and conduct a site walk with to review the drawings in the field and deliberate on areas where there are questions or potential impacts.

Task 4. Construction Documents

4.1 60 -Percent PS+E Submittal
Based on the City's Comments and the Field Walk to review the Design Development plan, the PlaceWorks team will develop the 60 -percent PSE submittal for the project. The preliminary list and count of the construction document sheet set is anticipated to include approximately 48 to 50 sheets and is listed in Table 1. We believe for the purpose of clarity that construction document plans are best prepared at 1:20 scale.

The construction document set is anticipated to include:

TABLE 1 PRELIMINARY CONSTRUCTION DOCUMENT SHEETS (60% 90%, 100%, FINAL SET) Sheet Title
Title Sheet and Location Map
Responsibility
PlaceWorks
Sheets
1 Notes, Legend and Abbreviations
PlaceWorks
1 Existing Conditions /BASE @ 1:20
BKF
4 Water Quality Management Plan (WQMP) BKF
4 Storm Water Pollution Prevention Plan (SWPPP) BKF
4 Storm Drainage Hydrology/Hydraulic Report
BKF 4
Demolition Plans @ 1:20
BKF 4
Civil Construction Details
BKF 3
Grading & Drainage Plans @1:20
BKF 4
Site Improvements/Horizontal Control Plans @1:20
BKF 4
Sewer and Water (wet) Utility Plans
BKF 4
Materials Plan @1:20
PlaceWorks 4
Landscape Details
PlaceWorks 6

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G. Scope of Services ■ ■ 15

TABLE 1 PRELIMINARY CONSTRUCTION DOCUMENT SHEETS (60% 90%, 100%, FINAL SET) Sheet Title
Responsibility
Sheets
Electrical Plans @1:20
PBS Engineers
4 Electrical Details
PBS Engineers
4 Splash Pad Plans @1:10
Pace
1 Splash Pad Details
Pace
4 Skate Park Plans @1:10
California Skate Parks 1
Skate Park Details
Califomia Skate Parks 2
Structural Plans
Spire Structural 3
Structural Calculations
Spire Structural 1
Irrigation Plans @1:20
WELO Calcs & Submittals
Sweeney + Associates 4
Irrigation Details
Sweeney + Associates 2
Planting Plan @1:20
PlaceWorks 4
Irrigation Details
Sweeney + Associates 2
Planting Details
PlaceWorks 2
The 60 -percent plans will be accompanied by draft specifications in CSI format. The cost estimate will be developed using the City's preferred schedule of values format or other bid form ready template.

4.2 City Staff Meeting 6 and Field Review: 60 -Percent PS+E Following a three-week review period, City staff will provide PlaceWorks with one set of marked up plans and specifications. PlaceWorks will meet with City staff to review comments on the 60% set and clarify any questions that may arise. The project team will conduct a site walk to address any remaining issues.

4.3 90 -Percent PS+E Submittal
Based on City review comments, the PlaceWorks team will revise the 60 -percent submittal and refine it to 90 percent.

4.4 City Staff Meeting 7: 90 -Percent PS+E Submittal
Following a three-week review period and receipt of marked up plans and specifications, PlaceWorks will meet with City staff to review comments on the 60 -percent set and clarify any questions that may arise.

4.5 100 -Percent PS+E Submittal
Based on City review comments, the PlaceWorks team will revise the 90 -percent submittal and refine it to 100 percent.
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4.6 City Staff Meeting 8: 100 -percent PS+E Submittal
Following a three-week review period and receipt of marked up plans and specifications, PlaceWorks will meet with City staff to review comments on the 90 -percent set and clarify any questions that may arise.

4.7 Final PS+E (Bid Set)
Based on City's review comments, PlaceWorks will make minor revisions to the 100% submittal and refine it to a Final set for going to bid purposes. The Final plan set will include the electrical plan of service approved by SCE and final plan of service approved by BCVWD.

Task 5. Coordination and Permitting
Throughout the design process, the PlaceWorks team will coordinate with local utilities and jurisdictional agencies.

5.1 Southern California Edison (SCE)
PBS Engineers will coordinate with SCE early in the design process to determine electrical capacity requirements and service needs. In tandem with the 30 -percent submittal, PBS Engineers will submit a Letter of Intent to begin the process for SCE electrical plan of service and all permits. PBS Engineers will update plans as needed to respond to SCE's request and will finalize the plan of service and all associated permits as part of this project. It is assumed that the City will pay an associated permitting fees.

BKF will coordinate with SCE regarding any necessary easements for electrical lines located within the sections of 9th or 10th Streets that will be vacated and consolidated into the park parcel.

5.2 Beaumont Cherry Valley Water District (BCVWD)
BKF will coordinate early in the design process BCVWD to verify available water pressures and volumes and to determine water service needs and capacity requirements. In tandem with the 30 -percent submittal, BKF will provide additional detail about the project including water needs for the splash pad, restroom, and irrigation and initiate the BCVWD service plan process. BKF will finalize the plan of service and include it as part of the final construction documents.

BKF will additionally coordinate with BCVWD regarding any necessary easements for water lines located within the sections of 9th or 10th Streets that will be vacated and consolidated into the park parcel.

5.3 Riverside County Flood Control and Water Conservation District (RCFC&WCD) BKF will coordinate with RCFC&WCD as part of the Hydrological Assessment described in Task 2. In tandem with the 30 -percent submittal, BKF will submit the plans to RCFC&WCD for review and comment. BKF will incorporate any plan edits from RCFC&WCD and will coordinate the application and approval of any required permits. It is assumed that the City will pay an associated permitting fees

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G. Scope of Services ■ IN 17

5.4 Other Utilities (Gas, Telephone, Cable)
In addition to coordinating the easements for SCE and BCVWD, BKF will reach out to other utilities to determine necessary easements for utility lines located within the sections of 9th or 10th Streets that will be vacated and consolidated into the park parcel.

5.5 Riverside County Department of Public Health
Pace will coordinate with Riverside County Department of Public Health to issue a permit for the splash pad.

Task 6. Environmental Review
The following scope outlines the process for completing environmental analysis that will inform the appropriate tiered CEQA document, and the CEQA document.

6.1 Initial Study
PlaceWorks will prepare a detailed Initial Study that will inform the appropriate CEQA document (described below).

The Initial Study will include a project description that includes the project -specific details and information to support all the conclusions stemming from the threshold questions in Appendix G, Environmental Checklist, of the CEQA Guidelines. The Initial Study will determine if any environmental impacts are anticipated due to construction and operation of the project and include mitigation measures if required. The Initial Study will assess environmental impacts that could result from the construction and operation of the proposed project. The Initial Study will document the resulting level of significance for each of the topical areas required under CEQA.

6.2 CEQA Document
Assuming that the Initial Study finds that there are no unavoidable significant environmental impacts as a result of the project, PlaceWorks can prepare one of the following documents as CEQA permits and the City desires. • If all impacts are considered to be less than significant without mitigation, PlaceWorks can prepare a Notice of Exemption.
• If all of the impacts are considered to be less than significant with application of the mitigation measures identified in the recently certified General Plan EIR (2020, State Clearinghouse Number 2018031022), PlaceWorks can prepare an Addendum to the General Plan EIR. • If some of the impacts require new mitigation beyond those included in the General Plan EIR to determine a less -than -significant conclusion, PlaceWorks can prepare a Mitigated Negative Declaration (MND).

However, if it is determined that proposed project could result in a significant and unavoidable impact PlaceWorks can prepare a Focused EIR with the City's approval of a contract amendment.

PlaceWorks will prepare a mitigation monitoring or reporting program (MMRP) to accompany the CEQA document, if mitigation measures are required. If the appropriate and preferred CEQA document is an MND, PlaceWorks will be responsible for posting the documents with the State Clearinghouse for the public review period, as required by CEQA. The City will be responsible for local noticing.
18 a G. Scope of Services

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6.3 Response to Public Comment
PlaceWorks will respond to substantive comments received on the appropriate/preferred CEQA document in a memorandum form.

6.4 Notice of Determination/Notice of Exemption
PlaceWorks will prepare a notice of determination (NOD) or the Notice of Exemption (NOE) for the City to submit to the County Clerk, as required. The City will be responsible for filing the NOD and paying associated fees.

PlaceWorks will prepare three versions of the Initial Study and appropriate/preferred document (Addendum, Exemption, or MND), and MMRP. These include an Administrative Draft, Screencheck Draft, and Final Draft.

PlaceWorks will respond to one round of consolidated comments on the Administrative Draft. PlaceWorks will submit a revised, Screencheck Draft to City staff as an electronic file. PlaceWorks will respond to one round of consolidated comments on the Screencheck Draft and prepare a Final Drafts for the City.

Task 7. Construction Administration (Optional)
As an optional task, the PlaceWorks team is available to assist the City with construction administration, including the following subtasks. The number of hours is approximate based on similar projects and can be evaluated if services are needed.
• Bidding. To assist the City during the bid process, PlaceWorks will attend one pre -bid meeting to assist City staff in answering contractor questions, prior to the submittal of bids; prepare technical information or changes to include in addenda being prepared by the City, and respond to requests for information. ▪ Construction Site Visits. The PlaceWorks team will attend a pre -construction meeting with City staff and the Contractor to review the drawings and specs. Following this meeting, PlaceWorks will participate in one project coordination meeting per week of the anticipated construction phase and review the required mock- ups and field samples as indicated in the Technical Specifications as part of these meetings.

Submittal Responses. The PlaceWorks team will review submittals for conformance to plans and specifications and prepare a written response for each submittal. • RFIs and Supplemental Information. The PlaceWorks team will respond to questions from the Contractor in the field, as requested by the City. PlaceWorks will respond in a timely and efficient manner to the contractor's requests for additional information.
• Punchlist. The PlaceWorks team will develop a draft punch list for the field inspector and contractors review following a pre -final site visit. PlaceWorks will participate in a final site visit to go over the items in the punch list, once the contractor has indicated the list is complete.

STEWART PARK IMPROVEMENT PROJECT

CITY OF BEAIJMONT

G. Scope of Services ■ 19

H: Project Schedule
FIGURE 2 SCHEDULE
Months

61.910 Li7L abed
Proje ct Tasks
(4
➢roleetJnitiadon & Prote ct Menaeemen t
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Site Analysts and Co ncept Review
City Staff Meeting YT Site Analysis and MOM
Conslderedo is
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Sche matic Design
City Stan Meetin g Y3: Schematic Design
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Fled ReviemS:'.: V eft Meetings
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1 "Assumes a 6 month construri on period .
20 mg H. Project Schedule

STEWART PARK IMPROVEMENT PROJECT

CITY OF BEAUMONT

Appendix No. 1: Resumes

ISA B E LLE MINN, ASLA, LEED AP
Principal
Isabelle has over twenty years of experience in community -based design and planning. Her work has focused on landscape architecture and urban design, with an emphasis on the protection of open space and natural resources, as well as on improving and greening our urban areas. She has managed a wide range of projects from large, open space master plans to urban forestry plans and site planning and design projects. She strives to create a balance between protecting resources and increasing public access. Isabelle has developed multi -disciplinary studies addressing physical, biological, cultural, and policy issues that affect watersheds. She has also managed many trail planning and design projects, from large-scale trail master plans to construction documents, and she is an expert on the development of urban greening projects. Recently, Isabelle's work has emphasized meeting park and open space needs in park poor communities. She served as the Principal -in -Charge of the Comprehensive Countywide Parks and Recreation Needs Assessment for the County of Los Angeles, the Concord Hills Regional Park Land Use Plan and EIR for East Bay Regional Park District, and the Pigeon Point Light Station State Historic Park General Plan for California State Parks.

HIGHLIGHTS OF EXPERIENCE

OPEN SPACE AND TRAILS
» San Vicente Redwoods Public Access Plan, Santa Cruz County CA » Los Angeles County Trails Assessment and Mapping, LA County CA » Cloverdale Ranches Alternatives Planning, Pescadero CA » La Honda Creek Open Space Preserve Master Plan, La Honda CA » Laguna de Santa Rosa Protected Lands Trail Plan, Sonoma County CA » Wavecrest Concept Plan, Half Moon Bay CA
» Mori Point Trail Planning and Design, Pacifica CA

PARKS AND CIVIC LANDSCAPES
Los Angeles Countywide Comprehensive Parks and Recreation Needs Assessment, LA County CA
Master Plan for Sustainable Parks and Recreation, LA County CA Saratoga Quarry Park Master Plan, Saratoga CA
Martial Cottle Park Master Plan, San Jose CA
Trancas Crossing Park and Napa River Trail, Napa CA
Windsor Gateway Mixed -Use Development Project, Windsor CA

HABITAT RESTORATION AND RESOURCE PLANNING
»
»
Los Angeles River Ranger Establishment Plan, Los Angeles CA Benicia Urban Waterfront Enhancement and Master Plan, Benicia CA WaterTalks: Planning for Water in Underserved Communities, Los Angeles and Ventura Counties
Lake Merritt Bird Island Enhancements, Oakland CA
Comanche Creek Vegetation Management Plan, Chico CA
Trancas Crossing Park and Napa River Trail, Napa CA
Breuner Marsh Restoration EIR, Richmond CA
Lower Peninsula, West Valley, and Guadalupe Watershed Stewardship Plans, Santa Clara County CA

EDUCATION
MS, Resource Ecology and
Management, University of
Michigan, Ann Arbor
Master of Landscape Architecture,
University of Michigan, Ann Arbor
BS, Environmental and Resource
Science, University of California,
Davis

REGISTRATIONS
» California Licensed Landscape
Architect No. 5248

CERTIFICATIONS
» Leadership in Energy and
Environmental Design Accredited
Professional

AFFILIATIONS
» American Society of Landscape
Architects
» California Urban Forests Council,
Board Member
» Bay Area Trails Collaborative,
Member
Team member since 2001

PLACEWORKS

URBAN AGRICULTURE AND URBAN FORESTRY
» Salinas Urban Greening Plan, Salinas CA
» Oroville Urban Area Master Greening Plan, Oroville CA » Urban Farm and Garden Master Plan, Alameda CA
» EI Monte Urban and Community Forestry Management Plan, EI Monte CA » Agricultural Park Consulting Services, Davis CA
» Urban Farm Design Services, Treasure Island, San Francisco CA

ISABELLE MINN
Principal
[email protected]

SITE PLANNING AND DESIGN
» San Leandro Boulevard -BART Pedestrian Interface Plan, San Leandro CA » Bay Clarke-Weeks-Pulgas Conceptual Plan, East Palo Alto CA » North Redwood Boulevard Planning Study, Novato CA
» Southwest Chico Neighborhood Plan, Chico CA
» Sonoma Plaza Pedestrian Corridor and Land Use Study, Sonoma CA » Bolinas Lagoon Preserve Conceptual Site Plan, Bolinas CA » North Broadway Neighborhood Plan, Bay Point CA
» Riverbank Ammunition Plant Specific Plan and EIR, Riverbank CA » Windsor Gateway Mixed -Use Development Project, Windsor CA

PUBLICATIONS
» "Stream Restoration and Channel Daylighting" (co-author), In Landscape Architecture Graphic Standards, 1st ed., Leonard J. Hopper (ed.), John Wiley & Sons, 2006

SPEAKING ENGAGEMENTS AND TEACHING
» "Maximizing the Benefits of Urban Greening", 2010 APA California Chapter Conference, Carlsbad CA
» "Parks as Resource Management Tools", 2009 APA California Chapter Conference, Squaw Valley CA
» "Site Planning for Creeks, Riparian Corridors, and Wetlands", UC Davis Extension course AWARDS
»
Los Angeles County Comprehensive Parks and Recreation Needs Assessment:
2017 Public Outreach Award, California Chapter APA; 2017 Public Outreach Award, California APA, Los Angeles Section; 2016 Marketing & Communications Award of Excellence, California Park & Recreation Society San Francisco Bay Trail Design Guidelines and Toolkit: 2018 Long Range Plan Award, The Waterfront Center; 2017 Urban Design Award, California APA, Northern Section; 2017 Planning Award of Merit, California Trails & Greenways Los Angeles County Master Plan for Sustainable Parks & Recreation: 2019 Award for Excellence in Sustainability, National APA, Sustainable Communities Division; 2017 Sustainability Award: Green Region Initiative, SCAG; 2016 Exceptional Urban Forestry Program Award, California Urban Forests Council; 2016 Innovation in Green Community Planning Award of Merit, California APA, Los Angeles Section
Quarry Park Master Plan: 2016 Outstanding Planning Document Award, California AEP
Salinas Forest Assessment and Urban Greening Plan: 2016 Astounding Urban Forestry Project Award, California Urban Forests Council Martial Cottle Park, San Jose CA: California Chapter APA Award of Excellence, Innovation in Green Community Planning Award, 2011; Northern Section, California APA, Innovation in Green Community Planning Award, 2011

LEADERSHIP AND COMMUNITY
» Board Member, California Urban Forests Council, 2011- 2016

JESSE JONES, ASLA
Senior Associate, California Licensed Landscape Architect Jesse brings to every project a broad range of experience in landscape design and environmental analysis. Her areas of focus include landscape infrastructure, including low -impact design interventions; school gardens and outdoor learning environments; shoreline parks; and trail planning and design.

As a landscape architect at PlaceWorks, Jesse provides research and design services, including construction documentation, conceptual design, and graphic production for a variety of project types. Currently, Jesse is serving as the project manager for Tidewater Area of Martin Luther King Jr. Regional Shoreline, a 7 acre open space located on the Oakland Estuary that includes a nature play area, outdoor classroom, expansive lawn, coastal planting, shoreline vista points, and an internal trail network.

Jesse is also the project manager for Cross Alameda Trail in the City of Alameda and the Wavecrest Coastal trail in the City of Half Moon Bay. Prior to joining PlaceWorks, Jesse worked as a landscape designer for environmental restoration, as well as and environmental educator and school garden instructor.

HIGHLIGHTS OF EXPERIENCE

LANDSCAPE ARCHITECTURE AND PARK DESIGN
» Tidewater Use Area of Martin Luther King Jr. Regional Shoreline, East Bay Regional Parks District, Oakland CA
» Snow Park and Lakeside Green Streets, Oakland CA
» Shields -Reid Park, Richmond CA
» Iris Chang Park, San Jose CA
» McKay Avenue Entrance to Crown Memorial State Beach, Alameda, CA » Pacheco Marsh Public Access Plan, Martinez, CA

NATURE PLAY AND PLAYGROUND DESIGN
» Markham Elementary School, Oakland, CA
» Jean Sweeney Open Space Park, Alameda, CA
» Pierce Street Park, Albany, CA
» 95th and Normandie Pocket Park, Westmont, CA

TRAIL/STREETSCAPE DESIGN
» Wavecrest Coastal Trail Project, Half Moon Bay CA
» Cross Alameda Trail, Alameda, CA
» Richmond Wellness Trail, Richmond, CA

OPEN SPACE AND RESOURCE PLANNING
» Pigeon Point Light Station State Historic Park General Plan » Master Plan for Sustainable Parks, Los Angeles County CA » Concord Hills Regional Park Land Use Plan, East Bay Regional Parks District » Reimagining Big Basin Redwood State Park, California State Parks

EDUCATION
» Master of Landscape Architecture,
University of California, Berkeley CA
» BA, Environmental Studies and Urban
and Architectural Studies, New York
University, New York NY

REGISTRATIONS
» California Licensed Landscape
Architect No. 6371

AFFILIATIONS
» American Society of Landscape
Architects (ASLA)
Team member since 2013

Cu

PLACEWORKS

AWARDS
» Master Plan for Sustainable Parks, Los Angeles County CA » California Parks & Recreation Society, Award of Excellence, Marketing & Communications, 2016
» California Chapter APA Award of Merit, Innovation in Green Community Planning Award, 2016
» 2011 University Olmsted Scholar, Landscape Architecture Foundation

JESSE JONES
Senior Associate
[email protected]

»
»
»
»

JEN CHUNG, ASLA
Associate Designer
Jen combines creativity with technical dexterity to transform concepts into visual designs and designs into workable plans. She has worked at multiple scales —from smaller site -scale residential designs to regional -scale design guidelines and vision plans —and her projects reflect various degrees of complexity. She pulls from this breadth of experience and her formidable understanding of design principles to find the ideal solution for every project.

Creativity and technique also inform Jen's graphics and visual communications. She knows how to make a strong visual impact that conveys information clearly and is aesthetically pleasing. Her expertise with a variety of graphics and design programs gives her optimal efficiency, even under time and budget constraints. She possesses a high level of dexterity with using Adobe InDesign, Illustrator, Photoshop, and AutoCAD.

Jen's pursuit of landscape architecture was largely fueled by her desire to improve people's quality of life and enhance local and regional communities. This passion drives her to produce her best effort every time, and she continually surpasses herself with each new assignment.

HIGHLIGHTS OF EXPERIENCE

LANDSCAPE ARCHITECTURE, DESIGN & PLANNING
Capistrano Beach Park Master Plan I Dana Point CA
Tesoro Viejo Master Planned Community I Madera County CA Measure A Implementation I Los Angeles County CA
» Los Angeles River Park Ranger Program Establishment Plan I Los Angeles CA Santa Ana River Parkway and Open Space Plan I San Bernardino, Riverside, and Orange counties CA
East Bay Regional Park District Climate Adaptation Strategy I Oakland CA California Adaptation Planning Guide I State of California Laguna Beach Landscape and Scenic Highways Element I Laguna Beach CA City of San Mateo General Plan Update I San Mateo CA
City of San Mateo Climate Action Plan Update I San Mateo CA County of Contra Costa General Plan Update I Contra Costa County CA Hawk Ridge Community Design I Kings County WA
Desert Horizons Community I Indian Wells CA
Mt. San Antonio College Educational and Facilities Master Plan I Walnut CA City of Corona General Plan Update I Corona CA
Southwest Otay Mesa Specific Plan I San Diego CA
3roots Specific Plan I San Diego CA
City of Hope Specific Plan I Duarte CA
West Carson TOD Specific Plan Park Design I West Carson CA SB 2 Planning I Department of Housing and Community Development 95th & Normandie Pocket Park I Los Angeles CA
West Athens -Westmont 10 -Minute Walk to a Park Plan I Los Angeles County CA

EDUCATION
» Master of Landscape Architecture,
California Polytechnic University,
Pomona
» BA, East Asian Studies, University of
California, Los Angeles

REGISTRATIONS
» California Licensed Landscape
Architect No. 6549

AFFILIATIONS
» American Society of Landscape
Architects
Team member since 2016

PLACEWORKS

CORPORATE MARKETING & GRAPHIC DESIGN
» 2019, 2018, 2017, and 2016 APA California Conference Materials » 2020, 2018, and 2017 AEP California Conference Materials » 2017 ULI Fall Meeting Conference Materials
» PlaceWorks Corporate Marketing Materials
» Design Graphics for PlaceWorks' Los Angeles and San Diego Offices » PlaceWorks Downtown LA Open House Materials
» PlaceViews Newsletters

JEN CHUNG
Associate Designer
[email protected]

PRIOR EXPERIENCE

LANDSCAPE ARCHITECTURE & CONSTRUCTION DOCUMENTATION
» BLVD63 Apartments I San Diego CA
» Pacific City I Huntington Beach CA
» Playa Vista Apartment Homes I Los Angeles CA
» Meridian Apartments I Irvine CA
» River Oaks Apartment Homes I San Jose CA
» Park Place Apartment Homes I Irvine CA
» 3033 Wilshire High Rise Apartment I Los Angeles CA
» 1031 Walnut Apartments I San Jose CA
» Orchard Hills Community Development I Irvine CA
» Bella Vista Model Homes I Irvine CA

DEVELOPMENT PLANS
» El Toro 100 -Acre Parcel Design Guidelines I Irvine CA » West Alton Parcel Design Guidelines I Irvine CA

VISION PLANS
» Re -envisioning Open Space and Connectivity I CA State Coastal Conservancy

GRAPHIC DESIGN & MARKETING
» Corporate Graphics Standards and Rebranding I EPTDESIGN » Corporate Marketing Materials I EPTDESIGN
AWARDS
» 2018 Winner of APA California Conference Logo Design Competition I APA California Chapter
» 2015 and 2013 Winner of TREK Award for Design Research I EPTDESIGN Internal Design Competition

YUE ZHANG
Associate
Yue has more than 8 years' experience in site planning and residential design. Her projects range from large-scale city planning to specific site plan and landscape design. Yue is passionate about site planning and how she can help clients and residents create a sustainable living environment. As a designer at PlaceWorks, Yue is involved in site analysis, design, production, coordination, and submittal processes.

She specializes in landscape design, graphics, document design, 3D modeling and rendering, and lighting analyses.

Yue participated in the 2020 ULI Technical Assistance Panels. She was the major research assistant in 2012 Landscape Architecture Foundation Case Study Investigation Program, in which she evaluated the performance benefits of four great street projects. During her master program, she presented a feasibility analysis for using constructed wetland system to treat and reclaim wastewater in City of Mount Pleasant, UT. This study will guide the construction of Mount Pleasant city wastewater treatment facilities.

HIGHLIGHTS OF EXPERIENCE
»
»
»
»
»
Wildomar Objective Design Standards I Wildomar CA
Temecula Objective Design Standards I Temecula CA
The El Camino Plan I Atascadero CA
PA 61 Otay Mesa Landscape Plan I San Diego CA
THE GROVES at Loma Linda Specific Plan I Loma Linda CA
Solar Array View Simulation I Capistrano Unified School District Water Tank Shadow Study I Woodside CA
Newhall Ranch Master Plan I County of Los Angeles CA
CollegeTown Specific Plan I Fullerton CA
Natomas Residential Design I Sacramento CA
Skyline Ranch Master Plan I Santa Clarita CA
Harbor Boulevard Corridor Plan and Vision I Santa Ana CA Harmony Specific Plan EIR I Highland CA
Mill Creek Specific Plan I Chino CA
Ramona Creek Specific Plan I Hemet CA
Renaissance Rialto Specific Plan I Rialto CA
Tesoro Viejo Master Plan I Madera County CA
Tesoro Del Valle Master Plan I Santa Clarita CA
Oxford Place Development I Toronto CA
Glenwood Housing Foundation Landscape Design I Laguna Beach CA Santa Ana High School Lighting Study I Santa Ana CA
Garey High School Lighting Study I Pomona CA
Pomona High School Lighting Study I Pomona CA
Westlake Village Site Plan I Westlake Village CA
Ocean View Hills Site Plan and Landscape Plan I San Diego CA Strada Verde Innovation Park Specific Plan I Kings County CA Southwest Village Specific Plan I San Diego CA
River Street View Simulation I San Juan Capistrano CA
Lost Canyon Golf Community Visual Simulation I Simi Valley CA

EDUCATION
» MA, Landscape Architecture, Utah
State University
» BEng., Landscape Architecture,
Southwest Jiaotong University

AFFILIATIONS
» American Society of Landscape
Architects
Team member since 2012

PLACEWORKS

PUBLICATIONS
» "On the Research Front: 2012 Landscape Architecture Foundation Case Study Investigation and the Case of the Streetscape," Conference Notes for Council of Educators in Landscape Architecture, 2012.

YUE ZHANG
Associate
[email protected]

SPEAKING ENGAGEMENTS
» "Design of a Constructed Wetland for Wastewater Treatment and Reuse in Mount Pleasant, Utah" 12012 Spring Runoff Conference I Logan UT

LOGAN WOODRUFF
Associate
Logan Woodruff is a designer working at the intersection of urban planning and design, landscape architecture, and community engagement. He adds value to projects through dynamic visual storytelling, crisp narrative and technical writing, and a steadfast commitment to approaching planning and design processes through a transdisciplinary and multiscalar lens. Logan delivers solutions that are simultaneously based on rigorous quantitative analysis and emerge from an empathetic understanding of community priorities and local expertise.

HIGHLIGHTS OF EXPERIENCE
»
»
»
Reimagining Big Basin Vision Plan, California State Parks Mckay Avenue Master Plan, East Bay Regional Parks District, Alameda CA East Bay Vegetation Management Wildfire Prevention JPA Formation Project, East Bay CA
Sutter's Fort Interpretation Master Plan Engagement, California State Parks VTATransit Oriented Development Conceptual Design and Engagement, Gilroy CA Downtown San Bernardino Specific Plan, San Bernardino CA Stockton General Plan Update, Stockton CA
Los Alamitos Town Center Strategic Plan, Los Alamitos CA Cloverdale Zoning Code Update, Cloverdale CA

PRIOR EXPERIENCE
» Justin -Siena High School Campus Redesign Vision Master Plan, Napa CA Trinity River Strategic Master Plan, Fort Worth TX
Downtown Greensboro Streetscape Master Plan, Greensboro NC Downtown Oakland Specific Plan, Oakland CA
Chabot College Facilities Master Plan, Hayward CA
Las Positas College Facilities Master Plan, Livermore CA Middle Density Residential Zoning Analysis, Oakland CA
AWARDS
» 2020 San Francisco Bay Area NAIOP Golden Shovel Real Estate Challenge

SPEAKING ENGAGEMENTS
» "Adaptation Pathways for Sea Level Rise in Marin City," University of California, Berkeley, 2019

EDUCATION
» Master of Landscape Architecture,
University of California, Berkeley
» Master of City and Regional Planning,
University of California, Berkeley
» Bachelor of Arts, Urban Studies,
Vassar College

AFFILIATIONS
» American Planning Association (APA)
» American Society of Landscape
Architects
Team member since 2020

PLACEWORKS

LOGAN WOODRUFF
Associate
[email protected]

ADDIE FARRELL
Principal
Addie is a seasoned project manager who navigates the CEQA and NEPA processes for a wide range of project types, from remediation to recreation to entertainment to health care and beyond. She excels at providing her clients with strategic and holistic support, advising on a broad array of technical and strategic issues. Her dedication and professional style have brought her a number of complex and high -profile projects that have earned awards from both AEP and APA.

Addie leads PlaceWorks' CEQA/NEPA practice for the Los Angeles region and oversees environmental staff from our Los Angeles office, managing diverse in-house and subconsultant teams. She oversees all aspects of the environmental process and ensures adherence to budget and scope. She also presents at public and stakeholder meetings and excels at delivering public and staff presentations, even in high-pressure settings. She pays keen attention to quality and detail and maintains that attention in the most challenging situations.

HIGHLIGHTS OF EXPERIENCE
»
»
»
The Mercury Mixed -Use Development Project IS/MND I Pico Rivera CA Norwalk Entertainment District -Civic Center Specific Plan EIR I Norwalk CA Tapia Ranch Residential EIR I Santa Clarita CA
Southwest Valley Community Plans EIR I Los Angeles CA
Prologis Vermont and Redondo EIR I Los Angeles CA
Multiview Drive Single -Family Residence with Accessory Dwelling Unit IS/MND Los Angeles CA
Medical Office Building at 508 Las Tunas Drive IS/MND Addendum I Los Angeles CA Sepulveda Basin Burrowing Owl Surveys I Los Angeles CA
EA Form Preparation for 6 -Lot Subdivision I Granada Hills CA Brookside Golf Club Expansion IS/MND I Pasadena CA
Arroyo Seco Music and Arts Festival EIR Addendum I Pasadena CA Anaheim General Plan Update EIR I Anaheim CA
Orange County Great Park Phase 2 EIR I Irvine CA
Los Alamitos Town Center GPA Addendum I Los Alamitos CA Crescenta Valley High School Field Improvement Project EIR I Glendale USD Bright Star Schools Rise Kohyang Charter High School IS/MND I Los Angeles USD Malibu Middle and High Schools Specific Plan and EIR I Santa Monica -Malibu USD McKinley Elementary School EIR for Campus Master Plan Update I Santa Monica - Malibu USD
Grant Elementary School EIR for Campus Master Plan Update I Santa Monica - Malibu USD

PRIOR EXPERIENCE
»
»
Inglewood Basketball and Entertainment Center EIR I Inglewood CA Arroyo Seco Music and Arts Festival EIR I Pasadena CA
Rancho Los Amigos EIR I Los Angeles County CA
Treeland Homes EIR I Los Angeles CA
Pacific Square San Gabriel Mixed -Use Project EIR I San Gabriel CA Topock Compressor Station Environmental Review, Multiple EIRs under DTSC contract I Needles CA
Santa Susana Field Laboratory Final EIR for DTSC I Ventura County CA

EDUCATION
» BA, Natural Resource and
Environmental Geography,
San Diego State University

AFFILIATIONS
» Association of Environmental
Professionals
Team member since 2020

PLACEWORKS

Cu

ADDIE FARRELL
Principal
[email protected]
»
»
»
»
»
Shriners Hospital for Children MND I Pasadena CA
Platinum Residential Project MND I Pasadena CA
AngelFest Environmental Assessment I Los Angeles CA
Hollywood Center EIR I Los Angeles CA
Rose Bowl Lighting Replacement Project I Pasadena CA
Griffith Park Performing Arts Center MND I Los Angeles CA Hansen Dam Skate Park IS/MND and Environmental Assessment I Los Angeles CA Sheldon Skate Plaza IS/MND I Los Angeles CA
Lake Machado Operation and Long -Term Maintenance Plan I Los Angeles CA Point Fermin and Battery Osgood Historic Evaluation I Los Angeles CA Exposition Park Rose Garden Historic Evaluation I Los Angeles CA Scripps Mesa Joint Occupancy Project EIR I San Diego CA Kern County Solar Projects, Multiple EIRs I Kern County CA Santa Barbara Courthouse I Santa Barbara CA

SCHOOLS
»
»
»
Scripps Mesa Joint Occupancy Project EIR I San Diego CA Innovations Academy New Site Acquisition IS/Exemption I San Diego CA Sequoia Elementary School Joint -Use Field Project IS/Exemption I San Diego CA Pacific Beach Elementary Joint -Use Field Project IS/Exemption I San Diego CA La Jolla High School Whole Site Modernization IS/Exemption I San Diego CA Muir at Anderson School Whole Site Modernization IS/MND I San Diego CA Montgomery Middle School Whole Site Modernization IS/MND I San Diego CA Franklin Elementary School Whole Site Modernization IS/MND I San Diego CA Marston Middle School Whole Site Modernization IS/MND I San Diego CA AWARDS
» 2018 Environmental Planning Award, APA I Arroyo Seco Music and Arts Festival EIR » 2017 Merit Award, Outstanding Environmental Analysis Document, AEP I Arroyo Seco Music and Arts Festival EIR
» 2016 Merit Award, Outstanding Environmental Analysis Document, AEP I Topock Compressor Station Soil Investigation EIR

PROFESSIONAL ACTIVITIES
» Panelist, AEP Annual Conference 2021, "Subsequent Environmental Review Amidst a Sea of Evolving CEOA Law and Regulations"
» Instructor, 2017 AEP CEQA Essentials Workshop, Inland Empire Chapter » Chair, AEP Awards Committee, San Diego Chapter 12007-2009

KEY PERSONNEL RESUME

EDUCATION
B.S., Civil Engineering;
California Polytechnic
University, Pomona

REGISTRATION
Professional Civil Engineer
CA No. 42393

QUALIFICATIONS
Qualified SWPPP
Developer (QSD) &
Practitioner (QSP) CA,
No. 20900
Envision Sustainability
Professional (ENV SP)

TOTAL YEARS

EXPERIENCE
38 years, 4 yrs with BKF

BRUCE KIRBY, PE, QSD/QSP

SENIOR CIVIL PROJECT MANAGER
Bruce has been involved in land development site engineering and is a professional engineer that has directed the design of many recreational, institutional, educational, retail, commercial, industrial, and residential projects throughout southern California. These projects have included providing such services as preliminary engineering and backbone engineering design for the grading, roadway, storm drain, sewer and water infrastructure required for several large master -planned community projects.

SELECT PROJECT EXPERIENCE
Irvine Sweet Shade Park Project, Irvine, CA
- Provided City with civil engineering and land surveying services regarding new playground areas and ADA upgrades to the Sweet Shade Neighborhood Park
- Topographic basemap was developed using conventional survey methods and then supplementing the base with data from the as -built plans to show the existing drainage system
- Efforts included an ADA field analysis to identify areas of the ADA Path of Travel (POT) that are non -compliant and will need to be modified to meet current ADA criteria
Heritage Park Master Plan, Irvine, CA
- Providing civil engineering design services amd land surveying services to develop a Master Plan on this 37 -acre multi -use park
- Topographic base mapping to define project limits and descriptions of existing features
Due diligence package based upon project research to obtain as -built data - Review of site infrastructure to list and define concerns, impacts, and opportunities
- Once the community outreach is completed with the Childcare Committee and Children, Youth and Families Advisory Committee, Irvine Sports Committee, and Green Ribbon Environmental Committee, then a new Park Master Plan will be developed
Irvine Hicks Canyon Park, Improvement Planning, Irvine, CA - Responsible for providing civil engineering design services for improvements within the approximately 16.7 -acre Park located at 3864 Viewpark Avenue
- Proposed project included civil design of the following elements: access to two newly lighted permanent batting cages with concrete pad for storage, upgraded ADA pathways to four new fenced bull pens with pitchers' mounds; two new scorer's tables with shade (one per field) - Grading and drainage design for the renovation of the existing playground and the two soccer fields with natural turf; and one outdoor fitness course

ADDITIONAL PROJECT EXPERIENCE
- City of Norco, Silverlakes Sports Park
- City of Bakersfield, Dr. Martin Luther King, Jr. Park - City of Laguna Niguel, Laguna Niguel Regional Park
- City of Lindsey,Olive Bowl/ Kaku Park
- City of Templeton, Evers Sports Park
City of Beaumont
Stewart Park Improvement Project

BKF ENGINEERS

KEY PERSONNEL RESUME

EDUCATION
Surveying, Diablo Valley
College, Pleasant HiII, CA

REGISTRATION
Professional Land
Surveyor, CA No. 6868

AFFILIATIONS
California Land Surveyors
Association.

Member since 1991.

TOTAL YEARS

EXPERIENCE
38 years, 31 with BKF

DAVIS THRESH, PLS

SURVEY PROJECT MANAGER
Davis is a Survey Principal, overseeing BKF's survey group. His survey experience spans over 38 years. Davis has been the lead surveyor on numerous projects involving districts, cities, counties, and other local municipalities in California.

He is responsible for management of all phases of land surveying including construction, both aerial and conventional topographic and planimetric surveys, boundary analysis and resolutions, right of way engineering, as - built surveys, digital terrain modeling, directing field and office survey efforts, contract document preparation, cost estimation, and contract administration.

SELECT PROJECT EXPERIENCE
Irvine Sweet Shade Park Project, Irvine, CA
- Provided City with civil engineering and land surveying services regarding new playground areas and ADA upgrades to the Sweet Shade Neighborhood Park
- Topographic basemap was developed using conventional survey methods and then supplementing the base with data from the as -built plans to show the existing drainage system
Efforts included an ADA field analysis to identify areas of the ADA Path of Travel (POT) that are non -compliant and will need to be modified to meet current ADA criteria
Heritage Park Master Plan, Irvine, CA
- Providing civil engineering design services amd land surveying services to develop a Master Plan on this 37 -acre mufti -use park
- Topographic base mapping to define project limits and descriptions of existing features
- Due diligence package based upon project research to obtain as -built data Review of site infrastructure to list and define concerns, impacts, and opportunities
- Once the community outreach is completed with the Childcare Committee and Children, Youth and Families Advisory Committee, Irvine Sports Committee, and Green Ribbon Environmental Committee, then a new Park Master Plan will be developed
Irvine Hicks Canyon Park, Improvement Planning, Irvine, CA - Responsible for providing civil engineering design and land surveying services for improvements within the approximately 16.7 -acre Park located at 3864 Viewpark Avenue
- Proposed project included civil design of the following elements: access to two newly lighted permanent batting cages with concrete pad for storage, upgraded ADA pathways to four new fenced bull pens with pitchers' mounds; two new scorer's tables with shade (one per field) - Grading and drainage design for the renovation of the existing playground and the two soccer fields with natural turf; and one outdoor fitness course

ADDITIONAL PROJECT EXPERIENCE
- City of Dana Point, Capistrano Beach Park
- City of Baldwin Park, Baldwin Park, Phase 3
- City of Irvine, Plaza Park Renovation
City of Beaumont
Stewart Park Improvement Project BKF ENGINEERS olea

PP

PACE key
team MEMBERS
i
MS International Constrrrction Management,
Nanyang Technological University,
Singapore, 2000
BS Mechanical Engineering, Harbin Institute of
Technology China, 1983
^FBIENCE
32+ Years
Joined PACE in 2000
Professional Engineer - CA 2005 / 69315

ZIRANG SONG, PE VICE PRESIDENT, RECREATIONAL WATER DIVISION Zirang Song has civil design/engineering experience spanning back to 1990. From concept to final design and specifications, his areas of expertise include all areas of water infrastructure including water feature/splash pad design, swimming pool filtration system design, lake system design, water storage, pump station design, water conveyance, and construction management. He has specific water feature expertise in concept design, site grading, mechanical engineering design of aquatic facilities, electronic controls, telemetry, advanced disinfection systems and hydraulics. Other responsibilities include construction support and coordination. He also has extensive experience on aquatic facility renovations and regularly coordinates with a number of disciplines to integrate a wide range of design elements including structural, electrical, geotechnical, landscape architecture, and architecture. His background also includes large-scale public works water and sewer infrastructure, making him well -versed in the full spectrum of water engineering. Mr. Song is the Vice President, Recreational Water Division and oversees all of the company's recreational water projects ensuring timeliness and high -quality design products.
select relevant aquatic facility experience
♦ Heritage Park Interactive Water Play Area - Irvine, CA ♦ Terranea Resort Splash Pad, Pools, and Spas - Rancho Palos Verdes, CA ♦ Sheraton Wild Horse Pass Water Features, Pools, and Spas - Chandler, AZ ♦ Pelican Hill Recreation Center Pools and Spas - Newport Coast, CA • Canyon Club at Crystal Cove Pools and Spa - Newport Beach, CA ♦ Westin Monache Pool and Spas — Mammoth Lakes, CA
♦ Westin Riverfront Pool and Spas — Avon, CO
♦ Ritz -Carlton, Lake Tahoe — Truckee, CA
♦ Grand Residence Marriott Pool and Spa - Keystone, CO
♦ SilverRock Ranch Resort Water Features - La Quinta, CA ♦ Cypress Village Pools and Spa — Irvine, CA
♦ Stonegate Park Pools and Spa - Irvine, CA
terran ea
resort

RANCHO PALOS VERDES, CA

SPLASH PADS & INTERACTIVE FOUNTAINS QUALIFICATIONS 15
PACE

•
rltathemalk31 Realryyrrinasir,ni Junior College,
Sweden 0963)
B.S./Civil Engineering/ Technical C.allege of Orebro,
Sweden (1966)
Graduate Studies in Economics & Marketing/
University of Kentucky Louisville (1968/69)
Diploma in Advanced Concrete Construction/
University of Technology, Stockholm, Sweden (1970)

YEARS OF EXPERIENCE
42+Years
Created PACE in 1984
Created Pacific Aquascape in 1974
Created PERC Water in 1998
Professional Engineer/AZ -1974 / 9376
Professional Engineer / CA -1975 / 24489
Professional Engineer / CO -1985 / 23444
Professional Engineer / NV -1985 / 7029

BINH LE, EIT DESIGN ENGINEER
JOHAN A. PERSLOW, PE FOUNDER
Johan Perslow is a leading engineer in the water resources industry, businessman, and inventor. In 30 years Mr. Perslow has started up and established three successful water resource companies - PACE, PERC, and Pacific Aquascape. Clients look to PACE and Mr.

Perslow to develop and implement concepts which are extremely creative and valuable, and they have a reputation in the market for delivering superior solutions to complex challenges. Mr. Perslow has been the principal designer, consultant, and construction manager for more than 800 state-of-the-art water -resource projects including wildly creative and appealing recreational water systems, recycled water systems, natural - based stormwater management and flood control systems, lake and pumping systems, irrigation -optimization systems, and tertiary water reclamation facilities. He has also been involved with the structural design of numerous interstate highway bridges and other complex structures such as a replacement design proposal for the World Trade Center in New York City. As PACE's Senior Consultant, Principal, and Founder, Mr. Perslow has been at the cutting edge of developing and applying new technology to solve unique water resource challenges.
select relevant aquatic facility experience
✓ Sheraton Wild Horse Pass Resort River Water Features & Pool - Chandler, AZ Infinity Wave Pool Technology Development - Worldwide
Waveyard Surf Wave Pool Technology Development - Worldwide + Hilton Waikoloa Village Swim Lagoon, Pools & Water Features - Waikoloa, Hawaii • Crystal Lagoon at the San Alfonso del Mar Resort - Algarrobo, Chile dr Confederation Park Wild Waterworks Action River - Ontario, Canada A Westin Mission Hills Resort Water Attractions - Rancho Mirage, CA A DancingGreen Resort Water Attractions and Water Infrastructure - Tula Oblast, Russia Binh Le has civil engineering experience spanning back to 2014. His hands-on experience includes interactive water features, entry features, fountains, pools, and spas.

In addition to designing complex water feature systems, Mr. Le provides coordination on all levels of plan set development including coordination with Architecture, MEP, Landscape Architecture, Structural Engineering, Geotechnical Engineering and other disciplines. He also provides technical memos, design memos, construction documents, and detailed technical specifications for all water feature projects. select relevant aquatic facility experience
4 Ivy Station Aquatic Facilities - Culver City, CA
6 Gresham Children's Fountain - Gresham, OR
6 Disney California Adventure World of Color Interactive Fountain - Anaheim, CA �r New Century Plaza - Century City, CA
One Beverly Hills - Beverly Hills, CA
A Four Season Resort and Residences Napa Valley - Calistoga, CA 6 Rolling Hills Club House - Rancho Palos Verdes, CA
6 Parcel L2 Hotel - Washington DC
6 Moffett Gateway Hotel — Mountain View, CA
6 Irvine Company Orchard Hill Park 1 - Cresta Vista — Irvine, CA Irvine Company Orchard Hill Park 2 - Terrace View — Irvine, CA Bachelor of Science - Civil Engineer
California State University, Fullerton

YEARS OF EXPERIENCE
8+Years
Joined PACE in 2014

REGISTRATIONS
EIT

SPLASH PADS & INTERACTIVE FOUNTAINS QUALIFICATIONS 16
PACE

PACE key
team MEMBERS
MS International Construction Managernent,
Na nyang Technological University,
Singapore, 2000
BS Mechanical Engineering, Harbin Institute of
Technology China, 1983

YEARS OF EXPERIENCE
32+ Years
Joined PACE in 2000
Professional Engineer - CA 2005 / 69315

ZIRANG SONG, PE VICE PRESIDENT, RECREATIONAL WATER DIVISION Zirang Song has civil design/engineering experience spanning back to 1990. From concept to final design and specifications, his areas of expertise include all areas of water infrastructure including water feature/splash pad design, swimming pool filtration system design, lake system design, water storage, pump station design, water conveyance, and construction management. He has specific water feature expertise in concept design, site grading, mechanical engineering design of aquatic facilities, electronic controls, telemetry, advanced disinfection systems and hydraulics. Other responsibilities include construction support and coordination. He also has extensive experience on aquatic facility renovations and regularly coordinates with a number of disciplines to integrate a wide range of design elements including structural, electrical, geotechnical, landscape architecture, and architecture. His background also includes large-scale public works water and sewer infrastructure, making him well -versed in the full spectrum of water engineering. Mr. Song is the Vice President, Recreational Water Division and oversees all of the company's recreational water projects ensuring timeliness and high -quality design products.
select relevant aquatic facility experience
♦ Heritage Park Interactive Water Play Area- Irvine, CA ♦ Terranea Resort Splash Pad, Pools, and Spas - Rancho Palos Verdes, CA ♦ Sheraton Wild Horse Pass Water Features, Pools, and Spas - Chandler, AZ ♦ Pelican Hill Recreation Center Pools and Spas - Newport Coast, CA ♦ Canyon Club at Crystal Cove Pools and Spa- Newport Beach, CA ♦ Westin Monache Pool and Spas - Mammoth Lakes, CA
♦ Westin Riverfront Pool and Spas - Avon, CO
♦ Ritz -Carlton, Lake Tahoe - Truckee, CA
♦ Grand Residence Marriott Pool and Spa - Keystone, CO
♦ SilverRock Ranch Resort Water Features - La Quinta, CA ♦ Cypress Village Pools and Spa - Irvine, CA
♦ Stonegate Park Pools and Spa - Irvine, CA

SPLASH PADS & INTERACTIVE FOUNTAINS QUALIFICATIONS 15
PACE

totiL iloU!l
Mathematics / Rea►gmannasium Junior College,
Sweden (1961)
B.S./Civil Engineering/ Tecnrucal College of Orebro,
Sweden (1966)
Graduate Studies in Economics & Marketing/
University of Kentucky Louisville (1968/69)
Diploma in Advanced Concrete Construction/
University ofTechnology, Stockholm, Sweden (1970)

YEARS OF EXPERIENCE
42+Years
Created PACE in 1984
Created Pacific Aquascape in 1974
Created PERC Water in 1998
Professional Engineer / AZ -1974 / 9376
Professional Engineer / CA -1975 / 24489
Professional Engineer /CO -1985 / 23444
Professional Engineer / NV -1985 / 7029

BINH LE, EIT DESIGN ENGINEER
JOHAN A. PERSLOW, PE FOUNDER
Johan Perslow is a leading engineer in the water resources industry, businessman, and inventor. In 30 years Mr. Perslow has started up and established three successful water resource companies - PACE, PERC, and Pacific Aquascape. Clients look to PACE and Mr.

Perslow to develop and implement concepts which are extremely creative and valuable, and they have a reputation in the market for delivering superior solutions to complex challenges. Mr. Perslow has been the principal designer, consultant, and construction manager for more than 800 state-of-the-art water -resource projects including wildly creative and appealing recreational water systems, recycled water systems, natural - based stormwater management and flood control systems, lake and pumping systems, irrigation -optimization systems, and tertiary water reclamation facilities. He has also been involved with the structural design of numerous interstate highway bridges and other complex structures such as a replacement design proposal for the World Trade Center in New York City. As PACE's Senior Consultant, Principal, and Founder, Mr. Perslow has been at the cutting edge of developing and applying new technology to solve unique water resource challenges.
select relevant aquatic facility experience
♦ Sheraton Wild Horse Pass Resort River Water Features & Pool - Chandler, AZ A Infinity Wave Pool Technology Development - Worldwide Waveyard Surf Wave Pool Technology Development - Worldwide • Hilton Waikoloa Village Swim Lagoon, Pools & Water Features - Waikoloa, Hawaii A Crystal Lagoon at the San Alfonso del Mar Resort - Algarrobo, Chile Confederation Park Wild Waterworks Action River - Ontario, Canada Iii Westin Mission Hills Resort Water Attractions - Rancho Mirage, CA • DancingGreen Resort Water Attractions and Water Infrastructure - Tula Oblast, Russia Binh Le has civil engineering experience spanning back to 2014. His hands-on experience includes interactive water features, entry features, fountains, pools, and spas.

In addition to designing complex water feature systems, Mr. Le provides coordination on all levels of plan set development including coordination with Architecture, MEP, Landscape Architecture, Structural Engineering, Geotechnical Engineering and other disciplines. He also provides technical memos, design memos, construction documents, and detailed technical specifications for all water feature projects. select relevant aquatic facility experience
♦ Ivy Station Aquatic Facilities - Culver City, CA
♦ Gresham Children's Fountain - Gresham, OR
A Disney California Adventure World of Color Interactive Fountain - Anaheim, CA 6 New Century Plaza - Century City, CA
♦ One Beverly Hills - Beverly Hills, CA
♦ Four Season Resort and Residences Napa Valley - Calistoga, CA ♦ Rolling Hills Club House - Rancho Palos Verdes, CA
A Parcel L2 Hotel - Washington DC
▪ Moffett Gateway Hotel — Mountain View, CA
Irvine Company Orchard Hill Park 1 - Cresta Vista — Irvine, CA A Irvine Company Orchard Hill Park 2 - Terrace View — Irvine, CA Bachelor of Silence - Civil Engineer
California State University, Fullerton

YEARS OF EXPERIENCE
8+ Years
Joined PACE in 2014

REGISTRATIONS
EIT

SPLASH PADS & INTERACTIVE FOUNTAINS QUALIFICATIONS 16
PACE

Michael Puff, PG, CEG
Principal Geologist

EDUCATION
B.S., Geology, 1997, California State
University, Fullerton
Applied Rock Slope Engineering Short
Course, 2006, Association of Engineering
Geologists, Califomia

REGISTRATIONS/

CERTIFICATIONS
PG 7581 (California)
CEG 2341 (California)
Radiological Safety and Gauge Use
Certification, 1997

PROFESSIONAL

AFFILIATIONS
South Coast Geological Society
Mr. Putt is a Principal Geologist with Ninyo & Moore and has extensive experience in providing engineering geology consultation in Southem California. Mr. Putt has extensive experience on a variety of project types, including highways, bridges, bore and jack tunneled undercrossings, hillside and flat -land mass grading projects for residential, commercial, and industrial developments, pipelines, and forensic investigations. Mr. Putt performs project administration and management, prepares and reviews geologic and geotechnical reports and provides third party review services for geotechnical reports. He conducts geologic and geotechnical field evaluations, including detailed logging of large- and small -diameter borings and trenches, and geologic evaluation/mapping. Projects have included fault hazard evaluations, landslide studies, slope stability analysis, seismic refraction studies, geologic reconnaissance studies, forensic evaluations, and construction and inspection services.

EXPERIENCE
27 -Acre Park. Project, Wildomar, California: As a Principal Geologist, Mr.

Putt performed a geotechnical evaluation for the proposed 27 -Acre Park located to the north-west of the intersection of La Estrella Street and Porras Road in Wildomar, California. The park site consists of undeveloped hillside terrain. The new park will consist of a Natural Park Area and an Active Park Area. Services included review of regional geologic data and historical aerial photographs, photograph-ic documentation and detailed geologic mapping to document surficial geology and the geologic structure of bedrock exposures, drilling of nine exploratory borings, infiltration testing, laboratory testing, and preparation of a geotechnical evaluation report.

Elysian Valley Gateway Park Project located on Knox Avenue in Los Angeles, California. As Principal Geologist, Mr. Putt provided geotechnical consulting services for the Park Project. This park redevelopment project involved the design of a new view deck surfaced with decomposed granite, dual-purpose retaining walls/seat walls along the Los Angeles River Path, new concrete and decomposed granite walking paths, fitness and bike repairstations, picnic areas, a play structure and interpretive signage. Services included review of background geotechnical data and conceptual improvement plans, coordination with Underground Service Alert for utility markout and acquisition of boring permits from the County of Los Angeles, subsurface exploration and performing percolation testing, la-boratory testing, and engineering analysis, which included evaluating the potential for liquefaction at the site.

Helen Keller Community Park Community Building Project, Los Angeles, California: Serving as Principal Geologist providing geotechnical consulting services and oversight for the construction of a new 4,700 square feet, community building located in Los Angeles.. Site improvements include a new reinforced masonry site wall, new underground utility pipelines, concrete walkways, curb and gutters, as well as new asphalt concrete paving. Earthwork for the project included overexcavation and recompaction below the new building and site wall, as well as the exterior concrete and paving areas in order to remove and replace the undocumented fill soils that exist below the ground surface.

Michael Putt, PG, CEG, Principal Geologist l Ninyo & Moore I Gel&i 8l ei4rcdfielga'I §fences Consultants 1 Michael Puff
Principal Geologist
River Wildnerness Park, Azusa, California: Mr. Putt performed a geotechnical evaluation for the proposed River Wildemess Park project located on Old San Gabriel Canyon Road in Azusa, California. The River Wilderness Park project included the construction of a concession building, a pavilion, restroom, a river overlook, a children's play area, and walking paths, as well as the construction of an overnight camping area southwest of Old San Gabriel Canyon Road.

California California Department of Corrections and Rehabilitation 50 Bed Mental Health Crisis Facility, Chino, California:

Principal Geologist providing geotechnical consulting services for the Califomia Department of Corrections and Rehabilitation 50 Bed Mental Health Crisis Facility project located at the Califomia Institute for Men in Chino, California. The project involves the design and construction of a new two-story, 47,550 square -foot building, paved walkways, and paved parking lots. The new Mental Health Crisis building will accommodate housing, administration, treatment, and custody services that will be needed to support 50 inmates/patients. Services included attendance at a project kickoff teleconference meeting, preparation and submittal of a project work plan and schedule, project coordination, background review, acquisition of security clearances for project personnel, a site reconnaissance meeting and markout of boring locations, subsurface evaluation, laboratory testing of collected soil samples, compilation and analysis of the collected data, and preparation of a geotechnical evaluation report.

Univiersity of California Irvine, Business Unit 2 Building, Irvine, California: Principal Geologist retained for a preliminary geotechnical evaluation for the University of Califomia, Irvine, School of Business, Unit 2 Building project located in Irvine, California. The project involved construction of a new five -level building, with the first level being partially below grade. Services included review of available geologic maps, published literature, aerial imagery, and in-house information; review of seismic data, including fault hazard maps, seismic hazards maps, and other readily available data regarding geologic and seismic hazards within the project area; performance of a geotechnical site reconnaissance to observe the general surface conditions on site, and coordinate with Underground Service Alert for underground utility clearance; performance of a subsurface exploration consisting of the drilling, logging, and sampling of seven hollow -stem auger borings; performance of laboratory testing of selected soil samples to evaluate in -situ moisture and dry density, sieve analysis, expansion index, Atterberg limits, direct shear strength and corrosivity; and preparation of a geotechnical data report pre-senting a summary of geologic hazards, our boring logs, and laboratory test data.

Camp Kilpatrick Replacement Project, Malibu, California: Principal Geologist retained during construction of the Camp Kilpatrick Replacement project located in Malibu, California. The design/build project consisted of construction of a new youth camp that included construction of four new cottages totaling approximately 26,700 square feet, an approximately 7,950 -square -foot Support Center building, an approximately 4,000 -square -foot maintenance/warehouse building, and an approximately 3,700 -square -foot gymnasium/chapel building. The new structures and a new 108 -space parking lot were to be constructed within the area of the demolished buildings and the center open space area between the buildings. Geotechnical services included evaluating the soil and geologic conditions of the site in order to develop geotechnical recommendations for design and construction of the project, as well as percolation testing to evaluate the subsurface suitability of the site for stormwater infiltration. The purpose of our environmental services was to perform a Phase I Environmental Site Assessment (ESA) to evaluate potential environmental concems from the past site uses. The Phase I ESA was performed in accordance with the ASTM Intemational (ASTM), Standard Practice for Environmental Site Assessments: Phase I Environmental Site Assessment Process Designation E 1527-05 and Practices for All Appropriate Inquiries (AAI) as set forth in the Code of Federal Regulations (CFR), Title 40, Part 312. The Phase I ESA also included a summary of historical environmental contamination, and regulatory agencies database records. A number of these sites had recognized environmental conditions (RECs).

Michael Putt, PG, CEG, Principal Geologist I Ninyo & Moore I (led gica! P Vfr t44taYSciences Consultants 2

Project Role I
Principal Electrical
Engineer
FD B S

ENGINEERS
Education I
B.S., Electrical
Engineering
University of California,
Irvine, California
Licenses I
Registered Electrical
Engineer in California
#E-17249
Registered
Communication
Distribution Designer
(RCDD)

LEED AP
Years of
Experience I
23 MECHANICAL ELECTRICAL PLUMBING I CONSULTING ENGINEERS

KUNAL SHAH, PE, RCDD, LEED AP
Principal I Electrical Engineer
Background:

Kunal Shah has over 23 years of electrical engineering experience for government, commercial, aviation, healthcare, and higher educational facilities, which include major State and Federal funded modernization projects. His responsibilities include construction cost estimating, specification writing, construction administration, bidding and negotiation and all aspects of electrical engineering and design.

Kunal has designed power, lighting, and signal systems for various large-scale facilities and campuses. This includes large airports, hospitals, universities, performance venues, and retail malls.

Kunal is experienced in designing several types of projects from renovations to new construction allows him to bring different perspectives and solutions to every project he engages. Further, Mr. Shah has experience in multiple delivery methods for projects, including design build, CMAR, and Lean Project Delivery.

Project Experience:

Abalone Cove Shoreline Park, Rancho Palos Verdes, California Parking Lot and Restroom Building Renovation
PBS provided design of the Electrical systems for the renovation of the existing Parking Lot and Restroom Building, located at the Abalone Cove Shoreline Park in Rancho Palos Verdes, California. The scope of work included providing electrical power for the parking lot gate control, pay station money, credit card and ticket receiver station. Also provided electrical system for the restroom renovation.

City of Santa Ana - Santa Ana Regional Transportation Center, Santa Ana, California New Bike Station
PBS provided MEP engineering design services for this new bicycle center including indoor bicycle storage, lockers, restrooms with showers, a storage room and a community bicycle workshop.

Los Angeles County Belvedere Park Gymnasium, Los Angeles, California Electrical Grounding System
PBS provided electrical engineering design for rerouting of existing failed 40 amp panel sub -feed with new 40 amp conduit/wire sub -feed.

City of Long Beach - Wardlow Park, Long Beach, California Restroom Renovation
PBS provided MEP Engineering Design Services for the modernization/upgrade of the existing men's/women's park restrooms. The design included new ventilation, plumbing fixtures and LED lighting.

University of California Riverside, Riverside, California Track and Field Renovation
Provided Electrical engineering services including production of construction documents based on the bridging documents. This included infrastructure and provisions for the underground conduit system and stub -outs for the future data systems, press box and elevator.

Riverside County Office of Education, California
ADA Compliance for Restroom Remodel
PBS Engineers provided mechanical, electrical and plumbing engineering service to upgrade one (1) unisex restroom to meet ADA requirements.

Glendora I Houston I Los Angeles I San Diego
2100 East Route 66, Suite 210 Glendora, CA 91740 I T 626.650.0350 F 626.650.0352 www.pbsengineers.com

P' B

ENGINEERS

MECHANICAL ELECTRICAL PLUMBING I CONSULTING ENGINEERS

TARIQ HASSAN, PE
Associate Principal I Mechanical Engineer
Project Role I
Principal Mechanical
Engineer
Education I
B.S., Mechanical
Engineering
California State
Polytechnic University
Pomona, California
Licenses
Registered Mechanical
Engineer in California
#33827
Exp: 6-30-2021
Years of
Experience
24 Background:

Tariq Hassan has more than 24 years of experience of engineering and design for various Mechanical systems, such as HVAC, laboratory and kitchen hood exhaust and ventilation, vehicle garage ventilation, dust collection systems, central plant systems, etc. He has designed these types of mechanical systems for numerous new and existing facilities such as commercial, educational, healthcare, industrial and military facilities, including entertainment centers, computer and data rooms, civil centers, institutional facilities and cogeneration plants.

Tariq has worked as a designer, HVAC engineer, project engineer and project manager during his engineering experience. His primary duties include the design of HVAC, preparation of specifications and cost estimates, performance of mechanical peer review, attendance at project meetings and project coordination.

Additional responsibilities for Tariq consist of initial design development, field investigations, heating and cooling load calculations, preparation of California Administrative Code Title 24 energy compliance documents, specifications, and review of shop drawings and construction project coordination. He is also well - versed in feasibility and comparative energy utilization studies and energy conservation projects such as chilled water, cogeneration and energy audits. He has experience in the field of HVAC and EMS control systems.

Over the years, Tariq has worked for many public agencies within Southern California. His experience lies with the design of various facilities, where the projects are required to be reviewed and approved by various agencies.

Project Experience:

City of Long Beach, Long Beach, California
Colorado Lagoon, Lagoon Playground
PBS designed air distribution system for new Day Care space. (Heat Only). Design exhaust air system for toilet room and designed waste, vent and water plumbing systems for restroom areas, drinking fountain, and sink.

Riverside County Office of Education, California
ADA Compliance for Restroom Remodel
PBS Engineers provided mechanical, electrical and plumbing engineering service to upgrade one (1) unisex restroom to meet ADA requirements.

City of Long Beach - Wardlow Park, Long Beach, California Restroom Renovation
PBS provided MEP Engineering Design Services for the modernization/upgrade of the existing men's/women's park restrooms. The design included new ventilation, plumbing fixtures and LED lighting.

City of Santa Ana - Santa Ana Regional Transportation Center, Santa Ana, California
New Bike Station
PBS provided MEP engineering design services for this new bicycle center including indoor bicycle storage, lockers, restrooms with showers, a storage room and a community bicycle workshop.

Glendora I Houston I Los Angeles I San Diego
2100 East Route 66, Suite 210 Glendora, CA 91740 I T 626.650.0350 F 626.650.0352 www.pbsengineers.com

13 PBS
Project Role'
Project Manager

ENGINEERS

MECHANICAL ELECTRICAL PLUMBING I CONSULTING ENGINEERS
Louis (Lou) Perez
Associate Principal I Senior Electrical Project Engineer Education I
Los Angeles City College
Los Angeles Trade Tech
Mount San Antonio
Community College
Years of Experience I
35+
Background
Lou Perez has over 35 years of diversified experience as an electrical Project Engineer and Project Manager. Hi experience includes the development and design of lighting and power distribution, Title -24 requirements, fire alarm systems, data networking systems, Audio/Video systems, intercom systems and intrusion alarm systems related to educational, institutional, aviation, amusement parks, shopping centers, military, government, health care, commercial facilities and places of worship. His responsibilities include all aspects of electrical design and supervision, as well as many aspects of electrical engineering and construction coordination.

Lou has extensive experience in feasibility studies and utility master planning studies, as well as systems such as communications and signaling, fire alarm and detection, interior and exterior lighting design and low voltage power distribution. He has designed electrical systems for data centers, Information Technology (IT) for high schools, middle schools and elementary schools. In addition, he is fluent working with all local governing agencies, including the Division of State Architect (DA) planning and local City plan checkers. He communicates with them throughout the development of the contract documents, submission for review and during construction administration, meeting all their requirements.

Project Experience:

Abalone Cove Shoreline Park, Rancho Palos Verdes, California Parking Lot and Restroom Building Renovation
PBS provided design of the Electrical systems for the renovation of the existing Parking Lot and Restroom Building, located at the Abalone Cove Shoreline Park in Rancho Palos Verdes, California. The scope of work included providing electrical power for the parking lot gate control, pay station money, credit card and ticket receiver station. Also provided electrical system for the restroom renovation.

City of Long Beach - Wardlow Park, Long Beach, California Restroom Renovation
PBS provided MEP Engineering Design Services for the modernization/upgrade of the existing men's/women's park restrooms. The design included new ventilation, plumbing fixtures and LED lighting.

University of California Riverside, Riverside, California Track and Field Renovation
Provided Electrical engineering services including production of construction documents based on the bridging documents. This included infrastructure and provisions for the underground conduit system and stub -outs for the future data systems, press box and elevator.

Los Angeles CountyBelvedere Park Gymnasium, Los Angeles, California Electrical Grounding System
PBS provided electrical engineering design for rerouting of existing failed 40 amp panel sub -feed with new 40 amp conduit/wire sub -feed.

Riverside County Office of Education, California
ADA Compliance for Restroom Remodel
PBS Engineers provided mechanical, electrical and plumbing engineering service to upgrade one (1) unisex restroom to meet ADA requirements.

Glendora I Houston I Los Angeles I San Diego
2100 East Route 66, Suite 210 Glendora, CA 91740 I T 626.650.0350 F 626.650.0352 www.pbsengineers.com

to
P B S

ENGINEERS

MECHANICAL ELECTRICAL PLUMBING I CONSULTING ENGINEERS
Gregory Morrison
Senior Electrical Design Engineer
Project Role I
Senior Electrical Designer
Education I
B.Sc. Electrical Engineering
B.A. Economics California
State University
Los Angeles, California
Affiliations I
Institute of Electrical &
Electronics Engineers
(IEEE)
BICSI
United States Green
Building Council (USGBC)
Years of Experience I
38 Background
Mr. Morrison has over 38 years of broad base experience in electrical engineering design. He has had extensive involvement in the analysis, development, and design of numerous electrical systems for government facilities, aerospace, educational (K-12 and higher education), light industrial, retail, military, commercial, healthcare and pharmaceutical laboratories. His responsibilities include existing conditions assessment, evaluation reporting, specification writing, construction observation, construction administration, code compliance review and all aspects of electrical engineering and design.

Mr. Morrison's experience includes design of communication systems, such as audio/video conferencing, intercom, clock, cell sites, wireless, closed-circuit television, security/intrusion, public address, mass notification, fire alarm (manual and automatic), nurse call/code blue, patient tracking, school communications (education technology) and other signal communication systems.

Mr. Morrison has also designed technology systems, horizontal and vertical distribution which includes mission -critical data centers, voice data distribution systems incorporating fiber optic outside plant distribution, vertical data networking with Category 6 copper workstations and telephone systems using both, on -site PBX and Voice -Over IP. These systems have been incorporated into many projects along with the provision for active system components for local area networking. Mr.

Morrison remains current with the latest Cad technologies including AutoCAD MEP and Autodesk including all aspects of Building Information.

Protect Experience:

University of California Riverside, Riverside, California Track and Field Renovation
Provided Electrical engineering services including production of construction documents based on the bridging documents. This included infrastructure and provisions for the underground conduit system and stub -outs for the future data systems, press box and elevator.

Abalone Cove Shoreline Park, Rancho Palos Verdes, California Parking Lot and Restroom Building Renovation
PBS provided design of the Electrical systems for the renovation of the existing Parking Lot and Restroom Building. The scope of work included providing electrical power for the parking lot gate control, pay station money, credit card and ticket receiver station. Also provided electrical system for the restroom renovation.

City of Long Beach - Wardlow Park, Long Beach, California Restroom Renovation
PBS provided MEP Engineering Design Services for the modernization/upgrade of the existing men's/women's park restrooms. The design included new ventilation, plumbing fixtures and LED lighting.

Los Angeles County Belvedere Park Gymnasium, Los Angeles, California Electrical Grounding System
PBS provided electrical engineering design for rerouting of existing failed 40 amp panel sub -feed with new 40 amp conduit/wire sub -feed.

Glendora I Houston I Los Angeles I San Diego
2100 East Route 66, Suite 210 Glendora, CA 91740 I T 626.650.0350 F 626.650.0352 www.pbsengineers.com

PBS

ENGINEERS
Ronald (Ron) Martinez
Associate I BIM I Job Captain
Project Role I
CADD/Revit/Drafting
Education I
Associates of Science
Degree
Computer Aided Drafting &
Design (CADD)
ITT Technical Institute 1993
Auto Desk Revit Project
Implementation and
Advanced Training Course -
2007
Years of Experience I
24 MECHANICAL ELECTRICAL PLUMBING I CONSULTING ENGINEERS Background
Ron Martinez, a jack of all trades, is responsible for all production management at PBS Engineers. An invaluable part of the PBS team, Ron utilizes over seventeen years of experience managing AutoCAD standard and production as well as quality control of all CADD drawings.

In addition to leading the CADD Department, he is also job captain for key projects, and manages every facet of the project from beginning to end. His expertise also extends into Revit MEP Suite and BIM technology, enabling PBS to be a frontrunner in the utilization of cutting -edge graphic standards.

In addition to his expertise in CADD and Revit, Ron is also an accomplished Electrical Design Engineer with experience in K-12 and high education projects, as well as commercial, aviation, healthcare and municipal projects.

His experience includes communications and signaling systems; protective fire alarm and detection systems, security systems, building automation, fiber optics transmission system, closed circuit television, multiplex transmission, interior/exterior lighting design and low voltage power distribution systems.

Glendora I Houston I Los Angeles I San Diego
2100 East Route 66, Suite 210 Glendora, CA 91740 I T 626.650.0350 F 626.650.0352 www.pbsengineers.com

CI�
Project Role I
Clerical
PBS

ENGINEERS

MECHANICAL ELECTRICAL PLUMBING I CONSULTING ENGINEERS
Stella Diaz
Document Control l Administration
Education I
Skadron College of
Business
San Bernardino, California
Years of Experience I
35 Background
Stella Diaz has over 35 years' experience in extensive document control, e.g., preparation of CDBG grants, preparation of resolutions and ordinances, preparation of contracts, preparation of Design Review Committee, Planning Commission and Historic and Scenic Preservation Committee information and legal notices, etc.

Stella has provided document control, both legal and administrative, which involved a high level of security and confidentiality, for the City of Colton and San Bernardino County Sheriff's Department.

Stella maintains a genuine and friendly attitude, effective verbal and communication skills and follows through her assignments with a positive result.

Her professional background is indicative of her skills in the preparation of various types of policy, procedures, highly confidential legal documents, etc.

Stella is experienced in database management, time management and assistance of grant/contract administrative duties. Her proficiency in various software applications is remarkable.

Glendora I Houston I Los Angeles I San Diego
2100 East Route 66, Suite 210 Glendora, CA 91740 I T 626.650.0350 F 626.650.0352 www.pbsengineers.com

Resume of Experience
Alexandros G. Bletsos, SE
Principal
Education:

Master of Science, 2001
California State University, Sacramento
Major: Civil Engineering (Structural)
SP

STRUCTURAL
R.... ......

ENGINEERING
Bachelor of Science, 2000
University of California, Davis
Major: Civil Engineering (Structural)
Registration:

Registered Structural Engineer, License S5659 (CA)
Registered Professional Engineer in Civil Engineering, License C68288 (CA) Work Experience:

Spire Structural Engineering, Inc 2012 -Present
Lake Forest, CA Principal
Principal of the company responsible for managing a group of engineers and drafters on a wide range of projects. Responsible for the entire project cycle from writing proposal, structural design, getting the project through plan check, and the construction phase. Projects include equipment anchorage for hospitals, tenant improvements, and structural analysis of the structure of specific equipment. The majority of the projects fall under OSHPD jurisdictions.

John A. Martin & Associates 2004- 2012
Los Angeles, CA Senior Project Engineer
Senior project engineer for a wide range of projects that include new design (commercial and public), retrofits, equipment anchorage, and non-linear analysis. The list of projects encompasses a diverse array including office buildings, schools, hospitals, and commercial. Projects covered all types of materials and structural systems. Several of the projects worked on were under DSA and OSHPD jurisdictions.

ABS Consulting (formerly EQE International) 2002-2004
Irvine, CA Design Engineer
Design engineer that designed and detailed seismic retrofits for several concrete tilt up retrofits.

Performed calculations and detailed drawings for several interior remodels. Designed anchorage for electrical, mechanical, and medical equipment. Developed response spectra for several concrete vaults using the soil structure interaction program SASSI. 26461 Rancho Parkway South, Lake Forest, CA 9261&e
rSg x :916.3440
www.spirestructures.com

Resume of Experience
Jeremy C. Welton, SE
Principal
Education:

Master of Science, 2000
University of California, Irvine
Major: Civil Engineering (Structural)
SP

STRUCTURAL
RE

ENGINEERING',
Bachelor of Science, Summa Cum Laude, 1996
California Polytechnic State University, San Luis Obispo Major: Architectural Engineering
Registration:

Registered Structural Engineer, License S4614 (CA), 14945 (HI), 48560 (AZ), 20388 (NV) Registered Professional Engineer in Civil Engineering, License C59317 (CA) NCEES Record #36142
Work Experience:

Spire Structural Engineering Inc.

Lake Forest, CA
2005 -Present
Principal
Company founder responsible for overall management and engineer of record on various new design and reuse/upgrade projects of all materials and many structural systems. Performed numerous analyses and evaluations of existing structures. Designed equipment anchorage for building and heavy industrial equipment.

Irvine Institute (Dr. Chelapati) 2003-2013
Irvine, CA Instructor
Faculty for Seismic Design review courses for both the professional engineering and structural engineering exams given in the state of California.

Integrated Design Services, Inc. 2004-2005
Irvine, CA Project Manager
Project manager on various retrofits for concrete structures including hospital projects under OSHPD jurisdiction. Designed seismic upgrades for a 12 -story concrete parking garage in San Diego, CA (four levels were subterranean). Performed investigation and designed seismic and gravity retrofits for Palos Verdes Library (four-story split level concrete structure with waffle slabs and two-way flat plates. Plan checked for OSHPD projects.

Cal Poly Pomona
Pomona, CA
Instructor for Timber Design in Civil Engineering Department. 2004-2005
Instructor
26461 Rancho Parkway South, Lake Forest, CA 9263
949.916.3440 www.spirestructures.com

sweeneg + associates
DANIEL L. ZUMMALLEN, Vice President
Mr. ZumMallen, vice president of the firm, has over 35 years' experience in landscape construction, maintenance, in the United States, he spent a year working and studying horticulture in Scotland. Mr. ZumMallen designs anc irrigation projects from inception to completion using the latest AutoCAD drafting software. He has designed irriga projects all over the world including the United States, the Caribbean, Taiwan, and the Middle East. Over the twe designed the irrigation systems for hundreds of streetscape projects in Southern California.

Mr. ZumMallen's key responsibilities within the organization include coordination and design of irrigati specifications, submittal reviews, as well as construction observations. He is the Principal in Charge of pr production for the entire firm.

Education:

Bachelor of Science - Landscape Architecture, California Polytechnic University, Pomona, CA; Professional Registrations:

Master Gardener Certificate - Royal Horticulture Society, United Kingdom Education with years of graduation: Bachelor of Science Landscape Architecture, 1992 Total years with firm: 25
RELEVANT PROJECTS:

Park projects:

UCLA Mildred E Mathias Botanical Garden, Los Angeles, CA Myriad Botanical Gardens, Oklahoma City, OK
Magic Johnson Park, Los Angeles, CA
Pan Pacific Park, Los Angeles, CA,
Lions Park, Costa Mesa, CA
Los Angeles State Historic Park, Los Angeles, CA
Robertson Recreation Center, Los Angeles, CA

Zach Wormhoudt

CALIFORNIA
skateparks
Qualifications
Education: B.S. Landscape
Architecture, California
Polytechnic State University
Certifications: Licensed
Landscape Architect #4305
Landscape Architect
Experience
Zach had been working as professional Licensed Landscape Architect for over 25 years within the industry. In addition, Zach also has developed expertise in project management, design supervision, budget analysis, schedule development, construction documentation, and construction management.

Selected
Projects
Vans Park Series Paris
Vans Park Series Huntington
Vans Park Series San Paulo
Vans Park Series Bondi
Vans Park Series Montreal
Mosqueda Fresno Bikepark
Skatehalle Berlin
Torun Skatepark
Des Moines Skatepark
Venice Beach Skatepark
Lake Cunningham Skatepark
Santa Rosa Skatepark
Woodward Tahoe Skatepark
Louisville Skatepark
Munich Skatepark
Tulsa Regional Pumptrack
Half Moon Bay Skatepark
Zeke M. Pierce Skatepark
Apple Corp Skatepark
Fresno Skatepark
Pizzey Park Skatepark
Penwith Skatepark
Las Vegas Skatepark
Macon Skatepark
Watts Skatepark
Cassera Skatepark
Saint Louis Skatepark
Mumbai Skatepark
Bunadoon Skatepark
Peck Park Skatepark
Merced Skatepark

Appendix No. 2: Project Cutsheets

Project Type
Location

LAKESIDE GREEN STREETS
Connecting Downtown Oakland to Lake Merritt
Landscape Architecture
Oakland, California
Size 14 acres; 0.5 mile trail
Client
Date Completed
Construction Cost
Services Provided
City of Oakland Community & Economic Development Agency June 2019
$11.7 Million
Landscape Architecture, Urban Design, Community Outreach and Facilitation, Bicycle and Pedestrian Planning, Stormwater Management, Complete Streets Design, Streetscape Design, Green Streets, Waterfront Design, Accessible I Design, Park Restoration, CEQA, Construction Administration PlaceWorks worked with the City of Oakland to develop a comprehensive urban greening retrofit along Oakland's iconic Lake Merritt, as outlined in the 2002 Lake Merritt Master Plan. The intersection of Lakeside Drive and Harrison Street was completely reconfigured, and this task served as an opportunity for narrowing and removing paved areas and applying complete streets principles, building roadway rain gardens, and improving the urban character, walkability, and user experience at the lake. The project creates a new pedestrian- and bicycle -friendly multimodal corridor connection along Lakeside Drive and Harrison Street. Adjacent Snow Park was also redesigned, and new features were added to meet the needs of the local community. These include a new state-of-the-art terraced play area and a pedestrian promenade, with a central rain garden featuring a custom art piece by local artists WowHa us. The sculpture represents a mythical water -dwelling creature that connects the site's location near the lake and the rainwater elements in the park. The project was designed to meet Bay -Friendly Landscape standards, including permeable and high-albedo paving, native and climate adapted plantings, and high recycled content in all purchased materials.

PlaceWorks also provided outreach and coordination with the community and multiple advisory committees to create conceptual plans for the park, streetscape, and lakeside improvements. The plans were developed into construction documents that included specific enhancements for roadways, electrical systems, street lighting, and stormwater infrastructure, including ample rain gardens. PlaceWorks' role on this project included environmental review under CEOlA and NEPA. PlaceWorks also provided construction administration.
6:0
Cu

PLACEWORKS

JEAN SWEENEY OPEN SPACE PARK
Creating Nature in the City
Project Type
Landscape Architecture
Location
Alameda, CA
Size
27 acres, 1 Mile of Trail
Client
City of Alameda
Date Completed
Phase I and II complete
Construction Cost $3 Million Phase I Trail, $3.8 Million Phase II Park Services Provided
Landscape Architecture, Open Space Planning and Design, Construction Documents, Community Garden Design
PlaceWorks prepared design development and construction documents for this unique 27 -acre community park in the heart of Alameda. The design process built upon a masterplan developed by the City with input from residents. PlaceWorks conducted community outreach with residents and stakeholders to ensure that the final project fulfilled their vision for the site. A phasing plan was developed separating construction and bidding of the park into four phases. The first phase of construction includes the Cross -Alameda Trail, a shaded Class I bike trail which runs along the northern edge of Jean Sweeney Open Space Park.

The second phase of construction includes the eastern end of the Park, with a large nature playground, great lawn, picnic pavilion, parking lot and stormwater treatment planting. The park incorporates elements from the site's previous use by the Beltline Railway, including a historic train shelter and interpretive signage about Jean Sweeney's legacy as an open space advocate. The nature play area incorporates natural elements, such as boulders and logs repurposed from City tree maintenance, with playground equipment to create a unique and memorable play experience for both young children and older youth. The third and fourth phases of the park will expand the park by adding, a large community garden, demonstration orchards, a bicycle skills course, habitat planting areas, and hiking trails with ongoing opportunities for outdoor education and nature -watching.

PLACEWORKS

Project Type

IRIS CHANG PARK
Memorial and Contemplation Park
Landscape Architecture
Location San Jose, California
Size 2.5 acres
Client
Date Completed
Construction Cost
City of San Jose
September 2019
$1.8 Million
Services Provided Landscape Architecture, Master Plan, CEQA, Artistic Design, Construction Documents, Cost Estimating, Construction
Adminstration
PlaceWorks provided master planning, landscape architectural design, and construction documents for a new 2.5 -acre memorial sculpture park in North San Jose. PlaceWorks' CEQA staff completed the Initial Study/Negative Declaration necessary for the project. The park is named after Iris Chang, a Chinese-American journalist and author, who wrote the bestselling book, The Rape of Nanking, which covered atrocities committed in China by the Japanese army, a forgotten holocaust of the Second World War. PlaceWorks worked closely with the community as well as with Ms. Chang's parents in shaping the vision for the park, which includes a series of monumental stone sculptures created by the artist Richard Deutsch.

The site is located adjacent to Coyote Creek Trail and the new path system includes an accessible trail connection from the park and its neighborhoods up to the trail, which runs along the top of a levee. The grading required to bring users from ground level to the trail provided inspiration for exuberant curves in path layout and in earthform, allowing the landscape to have a sculptural form of its own.

The park design includes a dynamic planting plan made up of grasses of various textures and sizes arranged in concentric and undulating waves. These textures and forms, combined with the stone sculptures, create a contemplative environment for visitors to consider Iris Chang's legacy.

PLACEWORKS

Project Type

MARKHAM ELEMENTARY LIVING SCHOOLYARD
Promoting Outdoor Play in a Sustainable Landscape
Landscape Architecture
Location
Size
Oakland, California

1.15 acres
Client
The Trust for Public Land
Date Completed Phase 1 Summer 2019; Phase 2 June 2021
Construction Cost $500,000
Services
Provided
Landscape Architecture, Community Outreach, Environmental Education and Nature Play, Schoolyard Retrofit
The Markham Elementary School project is a collaborative team effort between the Trust for Public Land (TPL), Oakland Unified School District (OUSD) and Markham Elementary community. Located in Oakland's industrial district, the schoolyard and surrounding neighborhood suffer from poor air quality, noise pollution and a general lack of green space. A priority for this project was to create a living schoolyard that promotes outdoor play in a hardy, sustainable and safe landscape.

PlaceWorks worked with TPL to transform underutilized asphalt play courts at the school into a living schoolyard with major features that include an outdoor classroom, numerous nature play areas, an expanded community garden, and an orchard that offers students opportunities for outdoor education and experience working in the garden. Based on design ideas developed in a comprehensive community -outreach process, PlaceWorks developed a site master plan and construction documents.

Phase 1 of the project was completed in the summer of 2019 and included the expanded garden space, the fruit tree orchard, and the shaded seating area.

Phase 2 was significantly influenced by the COVID-19 pandemic with California issuing a statewide shelter -in -place order during the development of construction documents. Oakland Unified School District (OUSD) remained closed during the design phase and the value of outdoor learning spaces became more apparent.

Construction was completed in June 2021, and the site will be ready to welcome students in Fall 2021 with new outdoor classrooms, comfortable spaces for social distancing, and established plant materials. This project will be a celebrated community asset and open space resource to the school and greater neighborhood community for generations to come.

PLACEWORKS

WATSONPARK RENOVATIONS
Dog Park, Playground and Park Entry Improvements
Project Type Landscape Architecture
Location San Jose, California
Size 2.8 acres
Client City of San Jose
Date Completed In Progress
Construction Cost $1.4 Million
Services Provided Landscape Architecture, Community Engagement, Team Coordination, Hazardous Site Development, Construction
Documents, Gateway, Dogpark
Working closely with the City and community members, PlaceWorks identified opportunities to improve the functionality, safety, and aesthetics of this 41 acre park.

Renovations include upgrades to the existing dog park, additional trees and a shade structure, as well as topographical improvements to facilitate better drainage. A welcoming natural stone archway marks the pedestrian entrance to the park. Shade canopies above the play area keep users cool during the summer and new solar - powered lighting extends nighttime visibility from the parking lot into the play area. The park is located over a former landfill that was capped with a protective layer of healthy soil. PlaceWorks worked closely with soil engineers to design park features with minimal impact to the capped site.

PLACEWORKS

Project Type

MASTER PLAN FOR SUSTAINABLE PARKS
Promoting Access to Parks and Open Space in LA County
Landscape Architecture
Location
Los Angeles County, California
Size
225,000+ residents
Client
County of Los Angeles, Department of Parks and Recreation Date Completed
February 2016
Construction Cost
N/A
Services Provided
Landscape Architecture, Park Planning, GIS, Urban Greening, Online Engagement, Community Outreach
Awards
2017 Sustainability Award: Green Region Initiative, SCAG; 2016 Exceptional Urban Forestry Program Award, California Urban Forests Council; 2016 Innovation in Green Community Planning Award of Merit, California APA, Los Angeles Section
PlaceWorks prepared a Sustainable Parks and Recreation Master Plan, which consists of Master Plans for six unincorporated communities in Los Angeles County. The six communities include East Los Angeles, East Rancho Dominguez (also known as East Compton), Lennox, Walnut Park, West Athens/Westmont, and Willowbrook, all of which are underserved by parks and open space. Each Master Plan includes components such as a parkland gap analysis, a safety and connectivity analysis, conceptual design plans for potential improvement sites, an urban forestry plan, and a strategic implementation plan.

The planning process incorporated intensive community outreach that included stakeholder meetings, focus groups, community tours and workshops, outreach fairs, surveys, tabling events, and an online youth engagement contest. A number of these activities were conducted in both Spanish and English by staff from PlaceWorks and from the Los Angeles Neighborhood Land Trust, our partner on outreach and public engagement for this project. The Master Plan focuses on implementation through the selection of three high -priority projects for new park and greening concepts in each of the six communities. PlaceWorks developed these design plans and outlined clear steps and strategies for near -term implementation of each project. The Master Plan has been used by the Department of Parks and Recreation as a guide for the implementation of high priority park and greening projects, several of which are currently under development.

The project was awarded the 2016 Exceptional Urban Forestry Program Award from the California Urban Forests Council, and the 2016 Innovation in Green Community Planning Award of Merit from the Los Angeles Section of the California Chapter of the APA, and the 2019 National APA Award for Excellence in Sustainability. .041
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PLACEWORKS

PROJECT EXPERIENCE
HERITAGE PARK MASTER PLAN, Irvine, CA
BKF Engineers is working with the City of Irvine to develop a master plan for Heritage Community Park. The plan will focus on enhancing the services and facilities provided within the approximately 44 -acre community park. Heritage Park currently offers a range of activities and supports a range of recreational needs through on -site facilities, which include the Heritage Park Community Center, Fine Arts Center, Child Resource Center, numerous sports fields, play areas, and picnic areas. The Heritage Park will consist of the construction of new playground equipment and an interactive water feature. The City will remove the park's play equipment to make way for new playground amenities including, safer rubber surfacing and added landscaping. The construction will also include a new water feature similar to the one at the Irvine Spectrum, where children's activity will set off jets of water from spray nozzles. The estimated project budget is $1.2 million. BKF's scope of services includes providing conceptual and final engineering for grading, site drainage, on -site conceptual water, sewer and mainline storm drain.

HICKS CANYON COMMUNITY PARK IMPROVEMENTS, Irvine, CA
Hicks Canyon Park consists of a centrally located children's playground and sports field areas on the eastern and western areas of the park. The tot lot/play area includes play equipment for ages 2 to 5 and ages 5 to 12 as well as shade structures, benches, picnic tables, barbeques, and a restroom. The sports field area contains two (2) soccer fields and two (2) baseball diamonds with adjacent bleachers, and a concession area. A walking path surrounds the athletic fields as well as connecting to the playground area.

The Hicks Canyon Trail borders the northern boundary of the park. The proposed project will include development of the following elements: two (2) newly lighted permanent batting cages with concrete pad for storage, ADA pathways, and benches; four (4) new fenced bull pens with pitchers' mounds; two (2) new scorer's tables with shade (one per field); renovation of the existing playground; rehabilitation of the two (2) soccer fields with natural turf; and one outdoor fitness course. BKF is responsible for providing civil engineering design services for improvements within the approximately

16.7 -acre Park located at 3864 ViewparkAve. The proposed project included Conceptual Civil Design of the following elements: access to two newly lighted permanent batting cages with concrete pad for storage, upgraded ADA pathways to four new fenced bull pens with pitchers' mounds; two new scorer's tables with shade (one per field). Also grading and drainage design for the renovation of the existing playground and the two soccer fields with natural turf; and one outdoor fitness course.

SWEET SHADE PARK, Irvine, CA
BKF Engineers is working to provide the City with civil engineering and land surveying services regarding new playground areas and ADA upgrades to the Sweet Shade Neighborhood Park in Irvine. The project location of the proposed universal playground will be in and around the existing playground, and within the turf areas to the north and/or east of the Ability Center. The City's goal is to develop one playground that is inclusive and universally accessible. The topographic basemap was developed using conventional survey methods and then supplementing the base with data from the as -built plans to show the existing drainage system. Our efforts include an ADA field analysis to identify areas of the ADA Path of Travel (POT) that are non -compliant and will need to be modified to meet current ADA criteria.

City of Beaumont
Stewart Park Improvement Project

BKF ENGINEERS demi

SELECT water
features EXPERIENCE

PROJECT NAME PROJECT NAME DESIGN COMPONENTS
Gresham Children's Fountain
Gresham, OR
Interactive spray ground fountain, two water show fountains with lighting and fountain effects, recirculation and water treatment system for full body contact Terranea Resort
Rancho Palos Verdes, CA
Interactive water play fountain with 25 jets and color changing lights using 17 water nozzles and color changing LED lights, recirculation and water treatment system for full body contact Heritage Park
Irvine, CA
Interactive water play area with 2530 popper jets in 20 ft. diameter fountain area, recirculation and water treatment system for full body contact San Diego Marriott
San Diego, CA
3,400 SF swimming pool, 1,600 SF slide pool, 175 SF spa, 95 sf spa, 2 water walls, waterplay area, and outdoor water feature, recirculation and water treatment system for full body contact The Commons at Downtown Medford
Medford, OR
Ivy Station Aquatic Facilities
Culver City, (A
3 fountains, 2 pop jet interactive fountains, and bubbler fountain, recirculation and water treatment system for full body contact
Aquarium Plaza Wave Fountain
Long Beach, CA
Spray ground, spillway water feature, runnel fountain, cascading fountain, boulder water feature, 600 SF infinity edge pool, 540 SF pool, and 2 spas Redesigned mechanical, structural, electrical, and fountain controls Magic Johnson Park
SilverRock Ranch Resort Water Features
LosAngeles, CA
La Quinta, CA
Entry fountain, reflecting pool, children's water play area, spray ground, recirculation and water treatment system for full body contact
20 acres of lakes, water quality management plan, and manmade rockwall entry water feature City of Champions
Waldorf Astoria
Inglewood, CA
Beverly Hills, CA
Manazel Medical Center Fountains
Rabobank Arena Fountain
Abu Dhabi, UAE
Bakersfield, CA
6 -acre lake featuring multiple elevations and cascading waterfalls Zero edge Myrtha pool, 141 SF spa on 13th floor, 63 SF/13 ft. high waterfeature with light source to enhance effects, recirculation and water treatment system for full body contact 6 entry court fountains, 13,522 SF reflecting pool, 2 MOB fountains, 119 SF center fountain, 1,469 SF center reflecting pool
Designed round feature on existing fountain including basin details, water feature components, recirculation, and mechanical system
Centennial Park
Santa Ana, CA
Improved circulation and water quality for existing manmade lake Dali Reignwood Golf Course
Cypress Lawn Lotus Fountain
Dali, China
Colma, CA
750 meter long water feature
Treatment system, fish habitat, fountain structure, and recirculation system for existing koi pond Tesoro del Valle Entry Features
Santa Clarita, CA
Designed recirculation and mechanical systems for two existing fountains Spring Street Park Water Feature
George Page Museum
LosAngeles, CA
LosAngeles, CA
Modern metal water feature with multi -colored tile basin Stream system with filtration to remove tar from surface, UV disinfection Natural History Museum
Santa Ana Memorial Pool and Civic Center
Fountain Renovation
LosAngeles, CA
Santa Ana, (A
400 SF pond connected by concrete channel to a 1,500 SF table -fountain play area 167'x 65' pool, and renovation design for Fountain #1
Sheraton Wild Horse Pass
Tempe Performing Arts Center
Chandler, AZ
Tempe, AZ
San Bernardino International Airport
San Bernardino, CA
Avenue of the Fountains
Fountain Hills, AZ

1.5 mile long manmade river with rapids, shallow areas, rock outcroppings, and manmade rock formations
16,000 SF reflecting pool basin with 260 FT long negative edge and 7 ft. wall 30 x 10 ft. black granite water wall
6 quarter circular fountains with 5 ft. high walls, cascading steps and 3 fountain jets at base of fountain
Fontana Civic Center
Casino Arizona
Vista ncia Community Entry Feature
Fontana, CA
Scottsdale, AZ
Peoria, AZ
Round -a -bout water feature with cascading steps, 2 identical entry water features with 8ft. long glass -like dear water curtains on all four sides of water column 2,300 SF entry waterfeature with 14 glass -like clear water curtains, 8 ft. to 13 ft. long flow lengths
26,000 SF entry feature, naturalized shoreline with blend of natural stone and manmade rock formations
SPLASH PADS & INTERACTIVE FOUNTAINS QUALIFICATIONS 14

PACE

HERITAGE PARK INTERACTIVE PLAY FEATURE

IRVINE, CALIFORNIA

PROJECT SCOPE
fll:I.IIIr I I6Z'i\ "1,\
PACE provided engineering design documents for the
interactive water play area at the Heritage Park project in Irvine, CA. PACE designed one programmed interactive
water play area with 25-30 popper jets in a 20 foot diameter fountain area, located at the children's play area site. PACE provided design services for the water play layout, including the proposed display height and type of fountain nozzle. The design also included the recirculation system piping and pumping requirements and control and show programming
options and concepts for the water jets and colored lights.

PACE also designed the water quality management systems, which included filtration, chemical treatment, overflow and drain systems, automatic water level control systems and electrical demands.

PACE

HERITAGE PARK INTERACTIVE PLAY FEATURE

IRVINE, CALIFORNIA

#8906
PACE

SAN DIEGO MARRIOTT AQUATIC FACILITIES RENOVATION

SAN DIEGO, CALIFORNIA

PROJECT SCOPE
Pools, Spas, Water Play Area and Water Feature: PACE also provided engineering and mechanical design of a new provided design services for the Marriott Resort Recreation 95 sf spa, two water walls, a waterplay area, an outdoor water Center in San Diego. PACE provided renovation of a 3,400 sf feature. swimming pool, 1,600 sf slide pool, and a 175 sf spa. PACE

PACE

DISNEYLAND HOTEL COURTYARD RENOVATIONS - AQUATIC FACILITIES

ANAHEIM, CALIFORNIA

PROJECT SCOPE
PACE provided engineering design for all the aquatic
components of the Disneyland Hotel Courtyard Improvements project including the renovation of the Neverland Pool, design of the new North spa (200 sf), South spa (200 sf), Arroyo Pool (approximately 3500 sf), and the addition of a 4,000 square foot water play area called the Magical Springs Pool. The Magical Springs Pool has an 8' deep activity pool with water play components including geysers, pop jets, fountains, water pyrotechnics, four water slides and water slide structure including manmade rockwork that forms the base of the
twenty four foot high water slide. The design involved in-depth coordination with the project design team (architect, landscape architect, MEP, and structural) as well as the Disney project team including facilities, food and beverage, environmental, operations, and Walt Disney Imagineering. There were strict requirements for the operation of this new facility that went above and beyond that of current code requirements. Given extensive existing infrastructure at the hotel, the use of Civil 3D and BIM modeling supported the design process and difficult utility coordination that was needed by identifying and resolving potential conflicts with the renovation design components.

PACE

DISNEYLAND HOTEL COURTYARD RENOVATIONS - AQUATIC FACILITIES

ANAHEIM, CALIFORNIA
Equipment Room Civil 3D Layout

#9504
PACE

DISNEYLAND HOTEL COURTYARD RENOVATIONS - AQUATIC FACILITIES

ANAHEIM, CALIFORNIA
Piping and Pools Civil 3D Layout

#9504
PACE

GRESHAM CHILDREN'S FOUNTAIN PROJECT AT THE ARTS PLAZA

GRESHAM, OREGON
///r////l//Il, �►�irrr�raa trot

PROJECT SCOPE
The Gresham Children's Fountain is a public interactive fountain constructed on behalf of the City of Gresham, Oregon.

The fountain operates as a spray ground fountain for interactive play and as a water show for evening entertainment with lights and fountain effects. Fountain #1 is the main fountain with lighting and effects for evening display and Fountain #2 is a smaller fountain intended for small children and does not include lighting.

Fountain #1 consists of a 40 foot diameter concrete surface with 40 smooth bore nozzles producing a thin stream of water that arcs towards the center. Each nozzle location has a pair of nozzles that cross streams at a maximum height of seven feet.

A VFD driven pump drives reduces flow to the outer nozzles and allows the arc to move in and out from the center to the perimeter of the circle and up and down. The fountain water sheet flows to a perimeter trough that is conveyed to a surge tank and the recirculation system ensuring that there is no standing water on the concrete surface. The inner nozzles consists of twenty vertical nozzles that emit a concentrated stream of water at a variety of heights ranging from zero to six and half feet.

There is a center nozzle that can reach a height of 14 feet vertically.

Fountain #2 consists of an 18 foot diameter concrete surface with 12 nozzles that shoot vertically. There is no standing water on the concrete surface. There is an outer circle of vertical nozzles and an inner circle of vertical nozzles. All the vertical nozzles emit a concentrated stream of water at a variety of heights ranging from zero to six and a half feet. These vertical nozzles are flush to the ground and can turn on and off independently from each other.

Both Fountain #1 and Fountain #2 is recirculated and shares a common surge tank and pump station. All the nozzles are located below the surface of each fountain and all the water that comes in contact with the public is recirculated and treated.

Every drop of water prior to it exiting the spray area has been chemically treated with chlorine, filtered, and disinfected with a UV unit.

PACE

THE COMMONS WATER FEATURES

MEDFORD, OREGON
ear X11' •_.Vtf'

PROJECT SCOPE
PACE was hired by Lithia Corporation to design of an
interactive fountain for a new park in Medford, Oregon. The design included fountains and an interactive fountain in the Plaza and another at the Stage. New pop jet fountains with a central group of geysers and a linear aligned group of jets with separate controls circuits. PACE coordinated with the local Health Department to comply with strict requirements on the treatment of the water including the use of chlorine and UV disinfection and successfully collaborated with the City of Medford who has several interactive fountains in the area. The City wanted to have the ability to program the PLC's (programmable logic controllers) of the fountains to make any modifications to the show elements. The City of Medford took ownership of the park after construction, so PACE provided an operations -friendly environment in the equipment selection and the pump station building designed for the facility.

Advanced Elements:
• Pop Jet Fountains
• Programmable logic controllers
• Used chlorine and UV disinfection to comply with strict requirements
• Operations -Friendly equipment

PACE

THE COMMONS WATER FEATURES

MEDFORD, OREGON

#9924
PACE

IVY STATION AQUATIC FACILITIES

CULVER CITY, CALIFORNIA

PROJECT SCOPE
PACE worked with Lowe Enterprises Inc., KFA, Melendrez, and Arup by creating the engineer designs for multiple water features for Ivy Station's landscape architecture located on a 5.2 acre flat bounded by Venice, National and Washington Blvd.'s, and the new expo light rail line to the south. This project in LA includes the development of approximately 200 units of multi -family housing, a select service hotel, approximately 200,000 sf of commercial office space, and between 25,000 and 55,000 sf of retail space.

The water features include one 542 sf pool and one spa
partially flushed and part raised for the residential/apartment area, one 600 sf infinity edge pool for the hotel on the roof level with a stainless steel shell, and four different fountains.

These four natural looking fountains include a boulder water feature that produces white water sounds, a cascading
fountain, a runnel, and a unique spray ground that works in conjunction with a spillway water feature. For the cascading fountain, the landscape architect had a concept that included varying step threads. PACE recommended a specific flow
amount and constructed a full scale model of a section of the fountain to show what that would look like. PACE ran this

model with various different flow rates, reviewed the outcome, and selected the flowrate that was best fit for this cascading fountain.

With Ivy Station based in LA county, PACE was challenged by one of the toughest counties in the nation to design when it comes to the health department, safety, and budget allocation.

PACE saw this as an opportunity to use value engineering, resulting in improving functionality, and working within the desired budget.

Advanced Elements:
• One 542 sf pool
• One Partially Flushed and Part Raised Spa
• One 600 sf infinity edge pool
• Stainless Steel Shell
• Boulder Water Feature
• Cascading Fountain
• Runnel Fountain
• Spray Ground
• Spillway Water Feature
PACE

IVY STATION AQUATIC FACILITIES

CULVER CITY, CALIFORNIA

#A935
PACE

Project References
La Colonia Skatepark
Location:

Size:

Completed:

Contact:

Solana Beach,
California
8,200 SF
May 2019
City of Solana Beach
Kirk Wenger
Parks & Rec Manager
(858) 720-2453
[email protected]
Cam''

CALIFORNIA
skateparks
La Colonia Skatepark was designed and built by the
California Skateparks team. The California Skatepark
designers on this project implemented a variety of
small banks, quarter pipes, stairs, rails, china banks, and ledges, that could be used by virtually anyone.

With so many friendly obstacles, La Colonia Skatepark
is a perfect place for beginner and intermediate
skaters to learn the basics and fundamentals of
skating. La Colonia Skatepark also promotes a family
friendly environment that encourages children, teens,
and parents to partake in the action sport community
and culture.

In addition to the beginner friendly terrain, La Colonia Skatepark stands as an aesthetic asset for the City of Solana Beach. California Skateparks artistically crafted the entire park and ensured that every inch of the park was given the proper attention it deserved. A custom mosaic art installation and entrance sign, along with a wavy wall concept was implemented to further elevate the quality of the project. This, along with a bright sky-blue color scheme, help turn this small park into an iconic skate spot.

Project References
rCALIFORNIA
a skateparks
EI Sereno Skatepark
Location:

Size:

Completed:

Contact:

Los Angeles, California
12,000 SF
August 2018
City of Los Angeles
Craig Raines
Landscape Architect
(213) 928-9052
[email protected]
Designed and built by California Skateparks, the EI
Sereno Skatepark offers local skaters and action
sport athletes with a state-of-the-art skate plaza that features street inspired obstacles. These obstacles
include a variety of stair sets, hand rails, ledges,
curbs, and banks. The City of Los Angeles wanted
this park to be a place where individuals of all ages
and skill levels could practice their craft safely and
productively. The skatepark also offers lights, which
allows these athletes to freely skate and ride at their convenience.

EI Sereno Skatepark was also designed so that it could host local skate events and jams.

This additional benefit further strengthens the local action sport community by attracting new riders, supporting experienced athletes, and promoting local businesses. Furthermore, skate camps and other after -school activities are held at the park, thus introducing individuals to the benefits of skating and further growing the action sport community.

700 South Flower Street Suite 600
Los Angeles, California 90017
t 213.623.1443
www.PlaceWorks.com

City of Beaumont Contract Number:
r -y'-19.3
AMENDMENT NO. 3 TO THE AGREEMENT FOR PROFESSIONAL SERVICES BY

INDEPENDENT CONTRACTOR
THIS AMENDMENT NO. 3 TO AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR ("Amendment No.3") is made by and between the CITY OF BEAUMONT ("CITY"), a general law city, and PLACEWORKS, INC., a California S Corporation (hereinafter called "CONTRACTOR") is effective as of this day: February 3, 2026.

RECITALS
This Amendment is made with respect to the following facts and purpose that the parties agree are true and correct:

A. City and Contractor entered into that certain Contract dated April 5, 2022 for the purpose of providing provide landscape, architecture, and engineering design services and construction documents for the Capital Improvement Project P-10: Stewart Park Redevelopment and Skate Park (Project Services ("Agreement") as approved by City Council on April 5, 2022.

B. City and Contractor have entered into an Amendment No. 1 to the Agreement dated July 15, 2024 to modify the Scope of Services, extend the Term of the Agreement to April 5, 2026, and increase the Contract Sum to Eight Hundred Two Thousand Two Hundred Six Dollars ($802,206.00) as approved by City Council on June 18, 2024.

C. City and Contractor have entered into an Amendment No. 2 to the Agreement dated November 5, 2024 to modify the Scope of Services and increase the Contract Sum to Eight Hundred Thirty Thousand Nine Hundred Seventy -One Dollars ($930,971.00), as approved by City Council on November 5, 2024.

D. City and Contractor now desire to amend the Agreement to extend the Term of the Agreement to April 5, 2028.

The Parties therefore agree follows:

1. Amended Terms. The Agreement is hereby amended as follows:

1.1 The Term of the Agreement, as set forth in Section 3.4 of the Agreement, is hereby extended through April 5, 2028, unless sooner terminated or extended as provided in the Agreement.

2. Miscellaneous Provisions

2.1 Continued Effect of Agreement. The recitals to this Amendment are deemed incorporated herein by this reference. Except as amended by this Amendment No. 3, all provisions of the Agreement, shall remain unchanged and in full force and effect.

City of Beaumont Contract Number:

C22-19.3

2.2 Consideration for Amendment. The parties hereby agree that they have each received adequate and independent consideration for the modifications to the Agreement set forth in this Amendment No. 3.

2.3 Authority. The persons executing this Amendment No. 3 on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Amendment No. 3 on behalf of said party, (iii) by so executing this Amendment No. 3, such party is formally bound to the provisions of this Amendment No. 3 and (iv) entering into this Amendment No. 3 does not violate any provision of any other agreement to which said party is bound.

2.3 Counterparts. This Amendment No. 3. may be signed in any number of counterparts, each of which will be an original, but all of which together will constitute one instrument.

2.4 Electronic Signatures. Each Party may adopt as its signature an electronic identification consisting of a symbol or code that is affixed to or contained in each document transmitted by such Party ("electronic signature"). The Parties hereto herby agree that electronic signatures are acceptable, shall have the same force and effect under the law as original wet signatures, and shall be sufficient to verify that the Parties have executed this Agreement and such other documents transmitted by the Parties.
[SIGNATURE PAGE FOLLOWS]

City of Beaumont Contract Number:

C22-19.3
SIGNATURE PAGE TO AMENDMENT NO.3 TO THE AGREEMENT FOR

PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR
IN WITNESS WHEREOF, the Parties are signing this Amendment No. 3 on the date stated in the introductory clause.

CITY:

CITY OF BEAUMONT
CONTRACTOR:

PLACEWORKS, INC.

By: �anGL `% .

By: Print Name: Kara L Kosel
Jessica Voigt, Mayor
ATTEST:

Nicole Wheelwright, Deputy City Clerk
Title: Vice President, Finance

BEAUMONT

C A L I F O R N I A
California Levine Act Statement
California Government Code Section 84308, commonly referred to as the "Levine Act," prohibits any Beaumont City Council Member from participating in any action related to a contract or application if he or she receives any political contributions totaling more than $500 within the previous twelve months, and for twelve months following the date a final decision from the business/board or applicant.

The Levine Act also requires a member of the Beaumont City Council who has received such a contribution to disclose the contribution on the record of the proceeding.

Current Beaumont City Council Members are listed at:
https://www.beaumontca.govl29/City-Council
Proposers are responsible for accessing this link to review the names prior to answering the following questions.

1. Have you or your company, or any agent/board member on behalf of you or your company/entity, made any political contributions of more than $500 to any Beaumont City Council Member in the 12 months preceding the date of the submission of your proposal or application, or the anticipated date of any Council action? YES If yes, please identify the Council Member(s):

X NO

2. Do you or your company/entity, or any agency on behalf of you or your company/entity, anticipate or plan to make any political contribution of more than $500 to any Beaumont City Council Member in the 12 months following any Council action related to your proposal or application?
YES If yes, please identify the Council Member(s):

X NO
Answering yes to either of the two questions above does not preclude the Beaumont City Council from awarding a contract or approving an application or any subsequent action. It does however, preclude the identified Council Member(s) from participating in any actions related to your proposal or application.

January 27, 2026
Date
coto.._ -1,-). at) __
Signature of authorized individual
PlaceWorks, Inc.

Company/Applicant Name
City of Beaumont 1550 E. 6th Street, Beaumont, CA 92223 I (951) 769-8520 I BeaumontCA.gov

BEAUMONT
-C A L I F O R N A -
Staff Report
TO: Honorable Mayor and Members of the City Council
FROM: Jennifer Ustation, Finance Director, CPFO
BY: Lisa Leach, CPA, Assistant Finance Director
DATE: February 3, 2026
SUBJECT: Fiscal Year 2025 Measure A Local Streets and Road Program Description: Reporting results for the Fiscal Year 2025 Measure A Local Streets and Roads Program.

Background and Analysis:

On an annual basis, through Riverside County Transportation Commission (RCTC), the City is required to have an agreed upon procedure on certain grant terms and conditions with the Measure A Local Streets and Roads Program. The City of Beaumont's management is responsible for the compliance with the program terms and conditions. Agreed Upon Procedures (AUP) is a limited form of audit procedure where the practitioner performs specific procedures on a selected area and does not report an opinion on the overall financial statements. An agreed upon procedure also does not test internal controls of the City.

The agreed upon procedures was performed by Eide Bailly, CPAs and Business Advisors, in accordance with attestation standards established by the American Institute of Certified Public Accountants. RCTC agreed to and acknowledged that the procedures performed were appropriate to meet the intended purpose of evaluating the City's Compliance with the program terms and conditions in a report dated January 9, 2026. No findings were identified, and all program terms and conditions were met.

The Agreed Upon Procedures for Fiscal Year Ended June 30, 2025, is included as Attachment A.

Fiscal Impact:

The cost to prepare this report is $200.

Recommended Action:

Receive and file the Fiscal Year 2025 Measure A Local Streets and Roads Program.

Attachments:

A. ROTC City of Beaumont Measure A 2025 Final AUP Report.

Agreed Upon Procedures
June 30, 2025
City of Beaumont, California
Measure A Local Streets and Roads Program
eidebailly.com
e4iSiliTy

iEide
Badly
Independent Accountant's Report
The Board of Commissioners
Riverside County Transportation Commission
Riverside, California
We have performed the procedures enumerated below, on certain grant terms and conditions with the Measure A Local Streets and Roads Program for the fiscal year ended June 30, 2025. The City of Beaumont's (the City) management is responsible for the compliance with the program terms and conditions of the Measure A Local Streets and Roads Program.

Riverside County Transportation Commission (RCTC) has agreed to and acknowledged that the procedures performed are appropriate to meet the intended purpose of evaluating the City's compliance with the program terms and conditions of the Measure A Local Streets and Roads Program.

This report may not be suitable for any other purpose. The procedures performed may not address all the items of interest to a user of this report and may not meet the needs of all users of this report and, as such, users are responsible for determining whether the procedures performed are appropriate for their purposes.

The procedures and associated findings are as follows:

1. Review the 2009 Measure A (Ordinance 02-001) compliance requirements. Western County jurisdictions are required to participate in the Transportation Uniform Mitigation Fee (TUMF) program and in the Multiple Species Habitat Conservation Plan (MSHCP), which are administered by the Western Riverside Council of Governments (WRCOG) and the Western Riverside County Regional Conservation Authority (RCA), respectively. Coachella Valley jurisdictions are required to participate in the TUMF program administered by the Coachella Valley Association of Governments (CVAG). Indicate participation in TUMF and/or MSHCP programs.

Finding: We reviewed the 2009 Measure A Ordinance (Ordinance 02-001). We also confirmed that the City participates in the TUMF program administered by WRCOG and the MSHCP administered by RCA.

2. Obtain from RCTC the approved 5 -Year Capital Improvement Plan (CIP) for the fiscal year.

Finding: We obtained the City's 5 -Year CIP for fiscal year 2025 approved by RCTC. eidppeb2aiilll7 6ly.com9
901 Via Piemonte, Ste. 450 • Ontario -93°04 •T�09.466.4410 • F 909.466.4431 • EOE

3. Obtain from the jurisdiction a detail general ledger and balance sheet for the fiscal year. a. Identify the amount of Measure A cash and investments recorded at the end of the fiscal year.

Compare amount to Measure A fund balance and provide an explanation for any differences greater than 25% of fund balance.

Finding: We obtained the City's detailed trial balance for fiscal year 2025. The Measure A cash and investments were $2,564,012 at June 30, 2025. The difference between Measure A cash and investments of $2,564,012 and fund balance of $2,727,646 was $163,634 or 6% of the fund balance; thus, no explanation from City management was required. b. Identify any amounts due from other funds.

Finding: Per review of the City's detailed trial balance, there were no amounts due from other funds as of June 30, 2025.
c. Identify the components of ending fund balance for the Measure A activity (e.g., non -spendable, restricted, assigned, committed, unassigned).

Finding: The ending fund balance for the City's Measure A activity was restricted in the amount of $2,727,646 at June 30, 2025.
i. Identify the existence of any restatement of Measure A fund balance; inquire of management as to the reason for any restatement and provide a summary of the restatement items.

Finding: Per review of the City's trial balance for fiscal year 2025, we noted that there were no restatements to the Measure A fund balance as of July 1, 2024. ii. Compare ending fund balance to total revenues for the current year and prior two years. If ending fund balance is greater than the sum of total revenues for the three-year period, inquire of management as to the reason(s) for the accumulation of fund balance (e.g., status of specific projects included in the 5 -Year CIP).

Finding: Per review of the City's trial balance for fiscal year 2025 and prior year financial statements for the fiscal years ended June 30, 2024 and 2023, respectively, revenues were as follows:

For the Year Ended June 30, Revenue
2025
2024
2023
$ 1,043,784
1,043,541
971,311
Total $ 3,058,636
Fund balance for fiscal year ended June 30, 2025 $ 2,727,646 Ending fund balance of $2,727,646 was less than the sum of total revenues for the 3 -year period of $3,058,636; thus, no explanation from City management was required.

4. Obtain an operating statement for the Measure A activity for the fiscal year, including budget amounts, and include the operating statement as an exhibit to the report. a. Review the revenues in the operating statement.
i. Inquire of management as to what fund is used to record Measure A revenues received from RCTC and identify what the total revenues were for the fiscal year.

Finding: We obtained the City's detailed trial balance for fiscal year 2025. We inquired of City management and noted that the City accounts for Measure A revenues in its Measure A Special Revenue Fund (Fund #202). The City recorded total revenues in the amount of $1,043,784 for the fiscal year ended June 30, 2025 (refer to Exhibit A). ii. Obtain from RCTC a listing of Measure A payments to the jurisdiction.

1. Compare the Measure A sales tax revenues recorded by the jurisdiction to the listing of payments made by RCTC.

Finding: We obtained the Measure A Local Streets and Roads Annual Disbursement report from RCTC and agreed the total disbursement amount of $944,484 to the recorded Measure A sales tax revenues in the City's detailed trial balance without exception.
iii. Obtain from the jurisdiction an interest allocation schedule for the fiscal year.

1. Identify the allocation amount of interest income to Measure A activity and what the amount of interest income was for the fiscal year. If no interest was allocated, inquire of management as to reason for not allocating interest income.

Finding: We obtained the City's Worksheet for Interest Apportionment for fiscal year 2025 and noted interest revenue of $96,672.
b. Review the expenditures in the operating statement.
i. Inquire of management as to what fund is used to record Measure A expenditures and what the total expenditures were for the fiscal year.

Finding: We inquired of City management and noted that the City accounts for Measure A expenditures in its Measure A Special Revenue Fund (Fund #202). The City recorded no Measure A expenditures for the fiscal year ended June 30, 2025 (refer to Exhibit A). ii. Select expenditures for testing that comprise at least 20% of the total Measure A expenditures.

Finding: No transactions were available for selection for the fiscal year ended June 30, 2025.

1. For the expenditures selected for testing, compare the dollar amount listed on the general ledger to the supporting documentation.

Finding: No transactions were available for selection for the fiscal year ended June 30, 2025.

2. For the expenditures selected for testing, review the 5 -Year CIP and note if the project is included in the 5 -Year CIP and is an allowable cost.

Finding: No transactions were available for selection for the fiscal year ended June 30, 2025.
iii. Inquire of management as to the nature of any transfers in or out recorded in the Measure A Fund. For any transfers out, determine if nature of transfer out was included in the 5 -Year CIP.

Finding: Per inquiries with management and review of the detailed trial balance, the City recorded transfers out of the Measure A special revenue fund amounting $626,781 to the CIP fund for project funding. Per review of the journal entry support, these transfers out are for projects included in the 5 -year CIP. The City recorded no transfers in to the Measure A special revenue fund for fiscal year 2025.
iv. Inquire of management as to the amount of general or non -project -related indirect costs, if any, included in expenditures. If indirect costs exceed 8% of Measure A revenue, inquire of management as to the basis for indirect costs charged to Measure A. If indirect costs are identified, determine if such costs are included in the 5 -Year CIP.

Finding: Per inquiries with management and review of the City's trial balance, we noted no indirect costs charged to the Measure A special revenue fund for fiscal year 2025. v. Inquire of management as to the amount of debt service expenditures recorded in the Measure A fund and determine if such costs are included in the 5 -Year CIP.

Finding: Per inquiries with management and review of the City's detailed trial balance, the City did not have debt service expenditures in fiscal year 2025 related to Measure A.

1. Compare debt service expenditures to prior year amount. If debt service expenditures have increased or decreased at least 25%, inquire of management as to the reason for the change in debt service expenditures.

Finding: Per review of the City's detailed trial balance, the City did not have debt service expenditures in the current year.

5. Obtain from RCTC a listing of jurisdictions who participate in the Western County or Coachella Valley TUMF programs.
a. If the jurisdiction is a participant in the TUMF program, select at least one disbursement for validation as to the amount remitted to WRCOG or CVAG, as applicable.

Finding: We obtained the City's trial balance for the TUMF program and noted the City did not have any TUMF transactions for fiscal year 2025. The City passed an ordinance in fiscal year 2025 for WRCOG to calculate and collect TUMF fees on the City's behalf. b. Indicate the total amount of TUMF fees collected and remitted during the fiscal year.

Finding: Per review of the City's trial balance for the TUMF program, we noted that no transactions were recorded during for the year ended at June 30, 2025.

6. Obtain from RCTC a listing of jurisdictions who participate in the Western County MSHCP program. a. If the jurisdiction is a participant in the MSHCP program, select at least one disbursement for validation as to the amount remitted to RCA, as applicable.

Finding: We obtained the City's trial balance for the MSHCP program and haphazardly selected one disbursement paid to RCA amounting $47,938. We agreed the amount to the invoice to validate that the amount was remitted to RCA without exception. b. Inquire of management as to the existence of any fees collected in prior years and not remitted to RCA as of the end of the fiscal year.

Finding: Per inquiry with management and review of the City's detailed trial balance for the MSHCP program, there were no amounts collected in the prior year and not remitted to RCA as of June 30, 2025.
c. Indicate the total amount of MSHCP fees collected and remitted during the fiscal year.

Finding: Per review of the City's trial balance for the MSHCP program, the total amount of fees collected was $950,684 and remitted was $950,938 for the year ended June 30, 2025. The remaining $253 was miscellaneous adjustments.

7. Obtain from RCTC the Maintenance of Effort (MOE) base year requirement, including supporting detail of the calculations for the City, and the carryover amount allowed as of the beginning of the fiscal year.
a. Obtain from the City a calculation of its current year MOE amount in the format similar to its base year calculation. Attach a copy of the calculation worksheet provided by the City as an exhibit to the report.

Finding: We obtained the MOE base year requirement and allowable carryover as of June 30, 2024, from RCTC (included in the 2025 Audit Notification Letter). We obtained the City's calculation of its current year MOE amount and attached the calculation worksheet as Exhibit B. b. Compare the current year MOE amounts from the General Fund to the general ledger.

Finding: No exceptions were noted as a result of applying this procedure. c. Review the General Fund general ledger to determine if there were any transfers in to fund any MOE amounts.

Finding: Per review of the General Fund general ledger, no transfers in to fund any MOE amounts were identified for fiscal year 2025.
d. Compare the amount of current year MOE expenditures to the MOE base requirement and add any excess to, or subtract any deficiency from, the carryover amount.

Finding: We noted that current year MOE expenditures of $3,842,132 were greater than the MOE base requirement of $515,908 resulting in an excess MOE of $3,326,224 for the fiscal year ended June 30, 2025.

e. If the amount of discretionary funds spent is less than the MOE base requirement (MOE deficiency), determine the amount of any prior year MOE carryover using the information obtained from RCTC, and reduce the MOE deficiency by any available MOE carryover to determine an adjusted current year expenditure amount.

Finding: Per review of the City's fiscal year 2025 Construction and Maintenance Expenditure summary worksheet, the City's discretionary funds spent in the fiscal year ended June 30, 2025, exceeded the MOE base year requirement. The total MOE excess balance at June 30, 2025, was $13,541,551. No exceptions were noted as a result of applying this procedure. The City's MOE carryover at June 30, 2025, is calculated as follows:

MOE excess at July 1, 2024 $ 10,215,327
Current year MOE expenditures
Less: MOE base year requirement
3,842,132
(515,908)
MOE excess for the fiscal year ended June 30, 2025 3,326,224 MOE excess at June 30, 2025 $ 13,541,551
We were engaged by RCTC to perform this agreed -upon procedures engagement and conducted our engagement in accordance with attestation standards established by the American Institute of Certified Public Accountants. We were not engaged to and did not conduct an examination or review, the objective of which would be the expression of an opinion or conclusion, respectively, on the City's compliance with the program terms and conditions of the Measure A Local Streets and Roads Program.

Accordingly, we do not express such an opinion or conclusion. Had we performed additional procedures, other matters might have come to our attention that would have been reported to you.

We are required to be independent of the City and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements related to our agreed -upon procedures engagement.

This report is intended solely for the information and use of the Board of Commissioners and management of RCTC and is not intended to be and should not be used by anyone other than this specified party.

Ontario, California
January 9, 2026

Exhibit A
City of Beaumont, California
Measure A Local Streets and Roads Program
Measure A Operating Statements
Fiscal Year June 30, 2025
(Unaudited)
Revenues
Tax - Measure A
Interest
Realized Gain/(Loss) on Investments
Variance with
Final Budget
Positive
Final Budget Actual (Negative)
$ 918,000 $ 944,484 $ 26,484
5,257 96,672 91,415
2,628 2,628
Total revenues 923,257 1,043,784 120,527
Expenditures
Transfers Out 1,534,800 626,781 908,019
Excess (deficiency) of revenues
over (under) expenditures $ (611,543) $ 417,003 $ 1,028,546

7 Exhibit B
City of Beaumont, California
Measure A Local Streets and Roads Program
MOE Calculation
Fiscal Year June 30, 2025
(Unaudited)
FY 2024/25 Construction and Maintenance Expenditures
(Round to nearest dollar)
Funding Breakdown
Project Expenditures Included in General Ledger
Total Cost
General Fund
Meas A
Federal
State - SB1
State - Gas
Tax
Other
Construction:
2016-003P2 Potrero Interchange/Ramp Additions
$2,441,880
$ 754,974
$1,686,906
2017-001 Pennsylvania Ave/Ramp Additions
(18,795)
(18,795)
2017-009 Pennsylvania Widening
248,879
248,879
-
2017-012 Pennsylvania Ace/UPR Grade Seperation
1,275,117
1,275,117
2017-027 Oak Valley/ I-10 Interchange
601,100
601,100
R-01 Oak Valley Pakway Expansion
253
253
R-12 2nd Street Extension Construction
1,480,534
1,480,534
Maintenance:

Citywide Street Maintenance
2,718,777
1,474,084
$1,244,693
R-24 Annual Citywide Street Rehab and Maintenance
349,696
124,909
224,787
R-36 Annual Citywide Street Rehab and Maintenance
2,766,907
1,239,286
$626,781
$ 900,840
Engineering/Administrative Overhead Not Allocated to Specific Projects:

Expenditure Totals
$11,864,348
$ 3,842,132
$626,781
$ -
$900,840
$1,244,693
$5,249,902
Deductions for Special Consideration (Deductions Must Also Be Included in Project Expenditures Above):
- Total Project Cost
General Fund
State Reason Why Project Expenditure Should Be Deducted from MOE Construction:

Maintenance:

Engineering/Administrative Overhead Not Allocated to Specific Projects:
$ -
Deduct Totals
Total GF
Expenditures
$ 3,842,132
minus Deductions
MOE Current Year
$ 515,908
MOE Base Year Requirement $
MOE Excess for Fiscal Year Ended June 30, 2025 $
(515,908)
3,326,224
Note: Amounts are formatted without cents, therefore creating the possibility for rounding differences to occur. 8

BEAUMONTA O R N -
Staff Report
TO: Honorable Mayor and Members of the City Council
FROM: Jennifer Ustation, Finance Director
BY: Barbara Mason, Purchasing Manager
DATE: February 3, 2026
SUBJECT: Second Amendment to Agreement for Investment Advisory Services with Public Trust Advisors, LLC
Description: Review recommendation to extend the current contract with Public Trust Advisors, LLC, for five (5) months without any changes to the terms and conditions originally agreed upon.

Background and Analysis:

On February 16, 2021, the City Council approved a three-year contract with Public Trust Advisors, LLC (Public Trust), with options for two one-year extensions. The investment advisory team provides professional advice on investment selection, manages the City's investment portfolio, and assists the City in achieving the goals of the investment policy which are safety of principal, liquidity, and obtaining a market rate of return.

On December 5, 2023, the City Council authorized the City Manager to sign an Assignment Consent Letter to consent to a change in a portion of ownership structure of Public Trust. The change allowed Flexpoint Ford, LLC (Flexpoint Ford), to purchase a majority ownership in the firm, including equity previously held by Bear Creek Products (Bear Creek).

On February 20, 2024, the City Council approved a two-year extension, extending the contract to a five-year term as the advisory services had been satisfactory to City staff.

On December 1, 2025, the City issued a Request for Proposal (RFP) for a periodic bid of the Investment Advisory Services. Subsequently, City Council appointed new members to the Finance and Audit Committee (FAC) necessitating adjustments to the bid evaluation and interview schedule. On January 26, 2026, the composition of the bid evaluation team is scheduled for review at the FAC meeting.

Beaumont Municipal Code (BMC) Chapter 3.02.070 allows for professional services contracts to be awarded for a maximum of five (5) years, with two (2) one-year

renewals, subject to City Council approval. Therefore, City staff are recommending to extend the contract by five (5) months as allowable by the BMC, for a total contract term of five (5) years and five (5) months.

Extending the contract without changes to the existing terms allows for the uninterrupted continuation of the investment advisory services provided by Public Trust.

It also maintains consistency and stability in the advisory services and assists in portfolio compliance while the bid process is completed.

Fiscal Impact:

There will be no immediate financial impact resulting from the amendment as it does not involve any changes to the existing fee structure or compensation terms outlined in the initial contract. All fees, expenses, and payment terms will remain unchanged.

The estimated cost to prepare this report is $185.

Recommended Action:

Authorize the amendment to extend the Public Trust Advisors, LLC contract for an additional five (5) months without any changes to the terms and conditions.

Attachments:

A. Agreement for Professional Services with Public Trust Advisors, LLC dated February 16, 2021
B. Assignment Consent Letter
C. First Amendment to the Professional Services by Public Trust Advisors, LLC dated February 20, 2024
D. Second Amendment to the Professional Services with Public Trust Advisors, LLC

C21 --

AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR

THIS AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR is made and effective as of the 16th day of February 2021, by and between the CITY OF BEAUMONT ("CITY") whose address is 550 E. 6th Street, Beaumont, California 92223 and Public Trust Advisors, LLC, a Colorado limited liability company qualified to do business in California as PT Advisors, LLC whose address is 717 17th St., Suite 1850, Denver, CO 80202 ("CONTRACTOR").

RECITALS
This Agreement is entered into on the basis of the following facts, understandings and intentions of the parties to this Agreement:

A. CITY desires to engage CONTRACTOR to provide Investment Advisory Services; and
B. CONTRACTOR has made a proposal ("Proposal") to the CITY to provide such professional services, which Proposal is attached hereto as Exhibit "A"; and C. CONTRACTOR agrees to provide such services pursuant to, and in accordance with, the terms and conditions of this Agreement, and represents and warrants to CITY that CONTRACTOR possesses the necessary skills, licenses, certifications, qualifications, personnel and equipment to provide such services.

AGREEMENT
NOW, THEREFORE, in consideration of the foregoing Recitals and mutual covenants contained herein, CITY and CONTRACTOR agree as follows:

1. Term of Agreement. This Agreement is effective as of the date first above written and shall continue for a term of (3) years unless terminated earlier pursuant to Section 9. This Agreement shall automatically terminate (3) three years after the effective date unless extended by the parties for up to two (2) one-year (1 -year) extensions, each of which requires the approval of the City Council of the CITY.

2. Services to be Performed. CONTRACTOR agrees to provide the services ("Services") as follows: detailed within Exhibit "A" ("Proposal") and any other services which the City may request in writing. All Services shall be performed in the manner and according to the timeframe set forth in the Proposal. CONTRACTOR designates Tom Tight as CONTRACTOR'S professional responsible for overseeing the Services provided by CONTRACTOR. Services provided by the Contractor are also guided by the standards of care detailed in Exhibit B to this contract.

3. Associates and Subcontractors. CONTRACTOR may, at CONTRACTOR's sole cost and expense, employ such competent and qualified independent associates, subcontractors and consultants as CONTRACTOR deems necessary to perform the Services; provided, however, 1

that CONTRACTOR shall not subcontract any of the Services without the written consent of CITY.

4. Compensation.

4.01 CONTRACTOR shall be paid at the rates set forth in the table below and in the Proposal and shall not increase any rate without the prior written consent of the CITY.

Notwithstanding anything in this Agreement to the contrary, total fees and charges paid by CITY to CONTRACTOR under this Agreement shall not exceed $35,000 in year one and shall be governed by the terms set forth in the table below and in the Proposal for subsequent years.

Assets Under Management Fees in Basis Points (bps)
Fee for the first $50 million in assets 5bps (0.05%)
Fee for assets above $50 million 4.5bps (0.045%)

4.02 CONTRACTOR shall not be compensated for any Services rendered nor reimbursed for any expenses incurred in excess of those authorized unless approved in advance by the CITY, in writing.

4.03 CONTRACTOR shall submit to CITY, on or before the fifteenth (15th) of each month, itemized invoices for the Services rendered in the previous month. The monthly fee would be calculated in arrears based on average daily market value plus accrued interest of the assets under management in the account (including cash and cash equivalents) and based on the number of days in the preceding month and year for the specified billing cycle. The CITY shall not be obligated to pay any invoice that is submitted more than sixty (60) days after the due date of such invoice. CITY shall have the right to review and audit all invoices prior to or after payment to CONTRACTOR. This review and audit may include, but not be limited to CITY' s:
a. Determination that any hourly fee charged is consistent with this Agreement's approved hourly rate schedule;
b. Determination that the multiplication of the hours billed times the approved rate schedule dollars is correct;
c. Determination that each item charged is the usual, customary, and reasonable charge for the particular item. If CITY determines an item charged is greater than usual, customary, or reasonable, or is duplicative, ambiguous, excessive, or inappropriate, CITY shall either return the bill to CONTRACTOR with a request for explanation or adjust the payment accordingly, and give notice to CONTRACTOR of the adjustment.

4.04 If the work is satisfactorily completed, CITY shall pay such invoice within thirty (30) days of its receipt. Should CITY dispute any portion of any invoice, CITY shall pay the undisputed portion within the time stated above, and at the same time advise CONTRACTOR in writing of the disputed portion.
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5. Ob]iaations of CONTRACTOR.

5.01 CONTRACTOR agrees to perform all Services in accordance with the terms and conditions of this Agreement and the Proposal. In the event that the terms of the Proposal shall conflict with the terms of this Agreement, or contain additional terms other than the Services to be rendered and the price for the Services, the terms of this Agreement shall govern and said additional or conflicting terms shall be of no force or effect.

5.02 Except as otherwise agreed by the parties, CONTRACTOR will supply all personnel, materials and equipment required to perform the Services. CONTRACTOR shall provide its own offices, telephones, vehicles and computers and set its own work hours. CONTRACTOR will determine the method, details, and means of performing the Services under this Agreement.

5.03 CONTRACTOR shall keep CITY informed as to the progress of the Services by means of regular and frequent consultations. Additionally, when requested by CITY, CONTRACTOR shall prepare written status reports.

5.04 CONTRACTOR is responsible for paying, when due, all income and other taxes, fees and withholding, including withholding state and federal taxes, social security, unemployment and worker's compensation, incurred as a result of the compensation paid under this Agreement. CONTRACTOR agrees to indemnify, defend and hold harmless CITY for any claims, costs, losses, fees, penalties, interest, or damages suffered by CITY resulting from CONTRACTOR's failure to comply with this provision.

5.05 In the event CONTRACTOR is required to prepare plans, drawings, specifications and/or estimates, the same shall be furnished in conformance with local, state and federal laws, rules and regulations.

5.06 CONTRACTOR represents that it possesses all required licenses necessary or applicable to the performance of Services under this Agreement and the Proposal and shall obtain and keep in full force and effect all permits and approvals required to perform the Services herein. In the event CITY is required to obtain an approval or permit from another governmental entity, CONTRACTOR shall provide all necessary supporting documents to be filed with such entity.

5.07 CONTRACTOR shall be solely responsible for obtaining Employment Eligibility Verification information from CONTRACTOR' s employees, in compliance with the Immigration Reform and Control Act of 1986, Pub. L. 99-603 (8 U.S.C. 1324a), and shall ensure that CONTRACTOR's employees are eligible to work in the United States.

5.08 In the event that CONTRACTOR employs, contracts with, or otherwise utilizes any CalPers retirees in completing any of the Services performed hereunder, such instances shall be disclosed in advance to the CITY and shall be subject to the CITY's advance written approval.
3

5.09 Drug -free Workplace Certification. By signing this Agreement, the CONTRACTOR hereby certifies under penalty of perjury under the laws of the State of California that the CONTRACTOR will comply with the requirements of the Drug -Free Workplace Act of 1990 (Government Code, Section 8350 et seq.) and will provide a drug - free workplace.

5.10 CONTRACTOR shall comply with all applicable local, state and federal laws, rules, regulations, entitlements and/or permits applicable to, or governing the Services authorized hereunder.

6. Insurance. CONTRACTOR hereby agrees to be solely responsible for the health and safety of its employees and agents in performing the Services under this Agreement and shall comply with all laws applicable to worker safety including but not limited to Cal -OSHA.

Therefore, throughout the duration of this Agreement, CONTRACTOR hereby covenants and agrees to maintain insurance in conformance with the requirements set forth below. Attached hereto as Exhibit "D" are copies of Certificates of Insurance and endorsements as required by Section 7.02. If existing coverage does not meet the requirements set forth herein, CONTRACTOR agrees to amend, supplement or endorse the existing coverage to do so.

CONTRACTOR shall provide the following types and amounts of insurance:

6.01 Commercial general liability insurance in an amount of not less than $1,000,000 per occurrence and $2,000,000 in the aggregate; CONTRACTOR agrees to have its insurer endorse the general liability coverage required herein to include as additional insured's CITY, its officials, employees and agents. CONTRACTOR also agrees to require all contractors and subcontractors to provide the same coverage required under this Section 6.

6.02 Business Auto Coverage in an amount no less than $1 million per accident.

If CONTRACTOR or CONTRACTOR's employees will use personal autos in performance of the Services hereunder, CONTRACTOR shall provide evidence of personal auto liability coverage for each such person.

6.03 Workers' Compensation coverage for any of CONTRACTOR's employees that will be providing any Services hereunder. CONTRACTOR will have a state -approved policy form providing statutory benefits as required by California law. The provisions of any workers' compensation will not limit the obligations of CONTRACTOR under this Agreement. CONTRACTOR expressly agrees not to use any statutory immunity defenses under such laws with respect to CITY, its employees, officials and agents.

6.04 Optional Insurance Coverage. Choose and check one: Required X_ /Not Required _; Errors and omissions insurance in a minimum amount of $2 million per occurrence to cover any negligent acts or omissions committed by CONTRACTOR, its employees and/or agents in the performance of any Services for CITY.

7. General Conditions pertaining to Insurance Coverage

7.01 No liability insurance coverage provided shall prohibit CONTRACTOR from waiving the right of subrogation prior to a loss. CONTRACTOR waives all rights of 4

subrogation against CITY regardless of the applicability of insurance proceeds and shall require all contractors and subcontractors to do likewise.

7.02. Prior to beginning the Services under this Agreement, CONTRACTOR shall furnish CITY with certificates of insurance, endorsements, and upon request, complete copies of all policies, including complete copies of all endorsements. All copies of policies and endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf.

7.03. All required policies shall be issued by a highly rated insurer with a minimum A.M. Best rating of "A:VII"). The insurer(s) shall be admitted and licensed to do business in California. The certificates of insurance hereunder shall state that coverage shall not be suspended, voided, canceled by either party, or reduced in coverage or in limits, except after thirty (30) days` prior written notice has been given to CITY.

7.04 Self-insurance does not comply with these insurance specifications.

CONTRACTOR acknowledges and agrees that that all insurance coverage required to be provided by CONTRACTOR or any subcontractor, shall apply first and on a primary, non- contributing basis in relation to any other insurance, indemnity or seIf-insurance available to CITY.

7.05 All coverage types and limits required are subject to approval, modification and additional requirements by CITY, as the need arises. CONTRACTOR shall not make any reductions in scope of coverage (e.g. elimination of contractual liability or reduction of discovery period) that may affect C1TY's protection without CITY's prior written consent.

7.06 CONTRACTOR agrees to provide immediate notice to CITY of any claim or loss against CONTRACTOR or arising out of the Services performed under this Agreement. CITY assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve CITY.

8. Indemnification.

8.01 CONTRACTOR and CITY agree that CITY, its employees, agents and officials should, to the extent permitted by law, be fully protected from any loss, injury, damage, claim, lawsuit, cost, expense, attorneys' fees, litigation costs, defense costs, court costs or any other costs arising out of or in any way related to the performance of this Agreement by CONTRACTOR or any subcontractor or agent of either as set forth herein.

Accordingly, the provisions of this indemnity are intended by the parties to be interpreted and construed to provide the fullest protection possible under the law to CITY.

CONTRACTOR acknowledges that CITY would not enter into this Agreement in the absence of the commitment of CONTRACTOR to indemnify and protect CITY as set forth herein.
a. To the fullest extent permitted by law, CONTRACTOR shall defend, indemnify and hold harmless CITY, its employees, agents and officials, 5

from any liability, claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses, damages or costs of any kind, whether actual, alleged or threatened, actual attorneys' fees incurred by CITY, court costs, interest, defense costs, including expert witness fees and any other costs or expenses of any kind whatsoever without restriction or limitation incurred in relation to, as a consequence ofor arising out of, or in any way attributable actually, allegedly or impliedly, in whole or in part to the performance of this Agreement.

CONTRACTOR's obligation to defend, indemnify and hold harmless shall include any and all claims, suits and proceedings in which CONTRACTOR (and/or CONTRACTOR's agents and/or employees) is alleged to be an employee of CITY.

All obligations under this provision are to be paid by CONTRACTOR as they are incurred by CITY.
b. Without affecting the rights of CITY under any provision of this Agreement or this Section, CONTRACTOR shall not be required to indemnify and hold harmless CITY as set forth above for liability attributable solely to the fault of CITY, provided such fault is determined by agreement between the parties or the findings of a court of competent jurisdiction.

9. Additional Services. Changes and Deletions.

9.01 In the event CONTRACTOR performs additional or different services than those described herein without the prior written approval of the City Manager and/or City Council of CITY, CONTRACTOR shall not be compensated for such services.

CONTRACTOR expressly waives any right to be compensated for services and materials not covered by the scope of this Agreement or authorized by the CITY in writing.

9.02 CONTRACTOR shall promptly advise the City Manager and Finance Director of CITY as soon as reasonably practicable upon gaining knowledge ofa condition, event or accumulation of events which may affect the scope and/or cost of Services. All proposed changes, modifications, deletions and/or requests for additional services shall be reduced to writing for review and approval by the CITY and/or City Council.

10. Termination of Agreement.

10.01 Notwithstanding any other provision of this Agreement, CITY, at its sole option, may terminate this Agreement with or without cause, or for no cause, at any time by giving twenty (20) days' written notice to CONTRACTOR.

10.02 In the event of termination, the payment of monies due CONTRACTOR for undisputed Services performed prior to the effective date of such termination shall be paid within thirty (30) business days after receipt of an invoice as provided in this Agreement.

Immediately upon termination, CONTRACTOR agrees to promptly provide and deliver to CITY all original documents, reports, studies, plans, specifications and the like which are in the possession or control of CONTRACTOR and pertain to CITY. 6 Pao 222.of_619

11. Status of CONTRACTOR.

11.01 CONTRACTOR shall perform the Services in CONTRACTOR's own way as an independent contractor, and in pursuit of CONTRACTOR's independent calling, and not as an employee of CITY. However, CONTRACTOR shall regularly confer with CITY's City Manager as provided for in this Agreement.

11.02 CONTRACTOR agrees that it is not entitled to the rights and benefits afforded to CITY's employees, including disability or unemployment insurance, workers' compensation, retirement, CalPers, medical insurance, sick leave, or any other employment benefit. CONTRACTOR is responsible for providing, at its own expense, disability, unemployment, workers' compensation and other insurance, training, permits, and licenses for itself and its employees and subcontractors.

11.03 CONTRACTOR hereby specifically represents and warrants to CITY that it possesses the qualifications and skills necessary to perform the Services under this Agreement in a competent, professional manner, without the advice or direction of CITY and that the Services to be rendered pursuant to this Agreement shall be performed in accordance with the standards customarily applicable to an experienced and competent professional rendering the same or similar services in the same geographic area where the CITY is located. Further, CONTRACTOR represents and warrants that the individual signing this Agreement on behalf of CONTRACTOR has the full authority to bind CONTRACTOR to this Agreement.

12. Ownership of Documents: Audit.

12.01 All draft and final reports, plans, drawings, studies, maps, photographs, specifications, data, notes, manuals, warranties and all other documents of any kind or nature prepared, developed or obtained by CONTRACTOR in connection with the performance of Services performed for the CITY shall become the sole property of CITY, and CONTRACTOR shall promptly deliver all such materials to CITY upon request. At the CITY's sole discretion, CONTRACTOR may be permitted to retain original documents, and furnish reproductions to CITY upon request, at no cost to CITY.

12.02 Subject to applicable federal and state laws, rules and regulations, CITY shall hold all intellectual property rights to any materials developed pursuant to this Agreement. CONTRACTOR shall not such use data or documents for purposes other than the performance of this Agreement, nor shall CONTRACTOR release, reproduce, distribute, publish, adapt for future use or any other purposes, or otherwise use, any data or other materials first produced in the performance ofthis Agreement, nor authorize others to do so, without the prior written consent of CITY.

12.03 CONTRACTOR shall retain and maintain, for a period not less than four years following termination of this Agreement, all time records, accounting records and vouchers and all other records with respect to all matters concerning Services performed, compensation paid and expenses reimbursed. At any time during normal business hours and as often as CITY may deem necessary, CONTRACTOR shall make available to 7 Raga .223 f._61_9

CITY's agents for examination all of such records and shall permit CITY's agents to audit, examine and reproduce such records.

13. Miscellaneous Provisions.

13.01 This Agreement, which includes all attached exhibits, supersedes any and all previous agreements, either oral or written, between the parties hereto with respect to the rendering of Services by CONTRACTOR for CITY and contains all of the covenants and agreements between the parties with respect to the rendering of such Services in any manner whatsoever. Any modification of this Agreement will be effective only if it is in writing signed by both parties.

13.02 CONTRACTOR shall not assign or otherwise transfer any rights or interest in this Agreement without the prior written consent of CITY. Unless specifically stated to the contrary in any written consent to an assignment, no assignment will release or discharge the assignor from any duty or responsibility under this Agreement.

13.03 CONTRACTOR shall timely file FPPC Form 700 Conflict of Interest Statements with CITY if required by California law and/or the CITY's conflict of interest policy.

13.04 Zany legal action or proceeding, including an action for declaratory relief, is brought to enforce or interpret the provisions of this Agreement, the prevailing party will be entitled to reasonable attorneys' fees and costs, in addition to any other relief to which that party may be entitled.

13.05 This Agreement is made, entered into and shall be performed in the County of Riverside in the State of California and shall in all respects be interpreted, enforced and governed under the laws of the State of California.

13.06 CONTRACTOR covenants that neither it nor any officer or principal of its firm has any interest, nor shall they acquire any interest, either directly or indirectly, which will conflict in any manner or degree with the performance of their Services hereunder.

CONTRACTOR further covenants that in the performance of this Agreement, no person having such interest shall be employed by it as an officer, employee, agent, or subcontractor.

13.07 CONTRACTOR has read and is aware of the provisions of Section 1090 et seq. and Section 87100 et seq. of the Government Code relating to conflicts of interest of public officers and employees. CONTRACTOR agrees that they are unaware of any financial or economic interest of any public officer or employee of the CITY relating to this Agreement. It is further understood and agreed that if such a financial interest does exist at the inception of this Agreement, the CITY may immediately terminate this Agreement by giving notice thereof. CONTRACTOR shall comply with the requirements of Government Code section 87100 et seq. and section 1090 in the performance of and during the term of this Agreement.
8 Page.2.24..,of 519

13.08 Improper Consideration. CONTRACTOR shall not offer (either directly or through an intermediary) any improper consideration such as, but not limited to, cash, discounts, services, the provision of travel or entertainment, or any items of value to any officer, employee or agent of the CITY in an attempt to secure favorable treatment regarding this Agreement or any contract awarded by CITY. The CITY, by notice, may immediately terminate this Agreement if it determines that any improper consideration as described in the preceding sentence was offered to any officer, employee or agent of the CITY with respect to the proposal and award process of this Agreement or any CITY contract. This prohibition shall apply to any amendment, extension or evaluation process once this Agreement or any CITY contract has been awarded. CONTRACTOR shall immediately report any attempt by any CITY officer, employee or agent to solicit (either directly or through an intermediary) improper consideration from CONTRACTOR.

13.09 Severability. If any portion of this Agreement is declared invalid, illegal or otherwise unenforceable by a court of competent jurisdiction, the entire balance of this Agreement not so affected shall remain in full force and effect.

Exhibits to this contract
A. Contractor Proposal
B. Contractor Standards of Conduct
C. City RFP for Investment Advisor Services
D. Insurance Documents from Contractor
IN WITNESS WHEREOF, the parties hereby have made and executed this Agreement to be effective as of the day and year first above -written.

CITY:

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By:
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9 CONTRACTOR:

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By: Ali; 0' /:/;;;;11:1
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Thomas N. Tight, II
Managing Director
PUBLIC
TRUST

ADVISORS
January 5, 2020
Jeff Mohlenkamp
Director of Finance
City of Beaumont
550 E. Sixth Street
Beaumont, CA 92223
RE: Investment Advisor and Portfolio Management Services Dear Mr. Mohlencamp:

Public Trust Advisors, LLC (Public Trust) appreciates the opportunity to respond to the Request for Proposals to provide Investment Advisor and Portfolio Management Services for the City of Beaumont (the City). Please find attached our proposal in response to this RFP.

Public Trust was founded with the single goal of providing relationship -focused asset management services. Our mission is to provide a safety -first fixed income only investment program to our clients utilizing an optimal combination of experienced investment professionals and advanced technology for portfolio management and reporting capabilities that results in an effective and efficient asset management program for each client. Public Trust intends to bid on and is highly qualified to perform the services requested in your scope of services. We pride ourselves on our commitment to providing unparalleled client service while adhering to our clients' investment objectives.

I am the primary contact person and a principal of the firm legally authorized to legally bind the firm. I have read and will comply with all terms of this RFP. My signature is below.

Public Trust completely understands the project based on this RFP. As an investment advisor committed to providing customized solutions and personalized client service to our clients, we believe Public Trust is extremely interested and uniquely qualified to partner with the City based on the following advantages:

California Experience — For more than 20 years the professionals at Public Trust have been providing investment advisory and management services to public entities in California who are guided by California investment code and California specific characteristics. Public Trust is familiar with the unique cash flow patterns and revenue sources of the City and will customize an investment strategy based on the City's unique characteristics and risk tolerances.

Aligned Investment Philosophy — Public Trust was founded on the same principles that guide the investment objectives of our public -sector clients. Our rigorous credit research and investment process allows us to utilize high quality securities to ensure proper liquidity while striving to maximize returns in your portfolio.

Independence - Public Trust is independent and privately owned — a structure that greatly benefits our clients as it ties firm success directly to the success of our clients. Public Trust's independence ensures that the firm remains accountable to only our clients, and not to a parent company or outside investor.

In an ever-changing marketplace, Public Trust remains committed to our public -sector clients. We offer cost effective turnkey solutions for many of the services required by the institutional public funds market. Our ongoing dedication to servicing our client's investment needs is what defines Public Trust. If you have any questions or need any additional information, please contact me at 407-588-9391 or by email at tom.tigh oublictrustadvisors.com.

Respectfully Submitted,

r
Copy
City of Beaumont
Request for Proposal
Investment Advisory and
Portfolio Management Services

BEAUMONT

C A L I F O R N I A
a n u a ry 6, 2021 by 12:00 pm

Public Trust Advisors
Executive Summary 2
Company and General Information 4
Qualifications and Experience of the Firm 4
Qualifications and Experience of Proposed Project Team 1 I Assets Under Management 16
Investment Management Approach and Discipline 16
Reporting 26
Questions/Response to Scope of Services 30
Fees 36
References 37
Implementation Schedule 38
Certificate(s) of Insurance 40
Business License 40
Standard City Professional Services Agreement 40
Appendix Items
ADV Part 2A A
Insurance Certificate B
Privacy Policy C
Sample Reprting Statement D
Sample Investment Advisory Agreement E
Biographies/Resumes F
Benchmarks G
City of Beaumont

Tab 1

6 9

___PUBLIC®
TRUST
VISORS

CITY OF BEAUMONT
Investment Advisor and Portfolio Management Services

January 5, 2021

Public Trust Advisors
Executive Summary
I. Provide a brief summary describing the proposer's ability to perform the work requested, a history of the proposer's background and experience providing services, the qualifications of the proposer's personnel to be assigned to this project, any subcontractor, sub consultants, and/or suppliers and a brief history of their background and experience, and any other information called for by this request for proposal which the proposer deems relevant, including restating any exceptions to this request for proposal. This summary should be brief and concise to apprise the reader of the basic services offered, experience and qualifications of the proposer, staff subcontractors, and/or suppliers.

For many years, public -sector entities have trusted the professionals at Public Trust to provide investment management and advisory services for their liquidity, operating, reserve and bond funds while first considering the safety and liquidity of the funds under management. Since our founding, Public Trust has operated with a central goal: to provide relationship -focused asset management services. As of September 30, 2020, we have $48. I billion in assets under management. We provide tailored investment solutions to public -sector clients, including customized investment management, administration and advisory services for separate account clients and Local Government Investment Pools. As we grow, our founding mission remains the same: to provide safety -first, fixed income -only investment programs customized to each client's individual investment objectives.

Public Trust Advisors, LLC (Public Trust), a Colorado limited liability company qualified to do business in California as PT Advisors, LLC, is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Adviser's Act of 1940, as amended. Public Trust is not a trust company, bank, or savings and loan institution and does not receive any economic benefit, directly or indirectly from any third party for advice rendered to its clients.

Why Public Trust?
With our experience, expertise, resources and technology, Public Trust is uniquely qualified to create an investment program to address the cash management needs of the City and to fulfill the requirements outlined in your scope of services. Public Trust differentiates itself from competitors with our:

Commitment to the Public Sector
Public Trust is I 00% committed to the public sector. We dedicate all our resources to the investment management and advisory services of public funds. For over 20 years, Public Trust's professionals have designed investment solutions to help public -sector clients achieve their objectives of safety, liquidity and yield. While other firms continue to diversify away from public -sector investment programs, we maintain our commitment to the public sector with our long history of implementing truly customized investment solutions for our clients.

Commitment to You, Our Client
We founded Public Trust on the principles of strong client relationships and even stronger client service, believing that these result in effective needs -focused communication and a holistic approach to the treasury and investment management function. We believe a successful investment program incorporates a deep understanding of your investment objectives. Every member of our team, led by the City's primary relationship managers, Tom Tight, Managing Director, and John Grady, Managing Director, will be committed to the long- term success of City's investment program.

City of Beaumont

Public Trust Advisors
Commitment to Growth and Continued Service Excellence
Since our founding, we have grown from our 12 original employees to 69 and have $48.1 billion in assets under management as of September 30, 2020. We believe that responsible growth requires continued investments in our infrastructure to ensure that we meet our clients' service needs and support our corporate governance framework and internal control responsibilities. Since 2016, we have doubled our client service and credit research teams and have significantly expanded our portfolio management team and IT department, where we added a Chief Technology Officer in 2017. We also added a Chief Development Officer in 2019 to manage new developments in the firm. In 2020, we have added more investment advisory professionals and welcomed back a seasoned portfolio manager to take over as President.

Looking forward, we will continue to increase the number of dedicated, experienced professionals in all areas of our firm, to maintain our primary goal of a customer service focused approach to public funds investment management.

Role as an Independent Registered Investment Advisor
As an independent registered investment advisor, all securities transactions are competitively bid, when possible, in accordance with our clients' investment policy statements. Unlike many other firms that may serve in other financial service -related functions, Public Trust has no conflict of interest in the management of its clients' accounts, and our investment professionals are solely dedicated to servicing our clients. Public Trust manages assets for public entity clients only. Our portfolio managers' expertise is in managing portfolios consisting of U.S.

Treasuries, Federal Agencies and investment -grade corporate issues, where permitted, within the short-term area of the yield curve with average portfolio maturities from overnight investment strategies in our local government investment pools to securities with maturities of one month to ten years in our separately managed accounts.

Customized Investment Programs, Supported by Advanced Technology Public Trust is well equipped to tailor an investment program to the needs of the City. We provide considerable transparency with robust transaction management and reporting systems so that the City will have a daily reconciliation of its account. Public Trust assigns a client service representative to the relationship and seeks to ensure quality service and a rapid response to inquiries as well as excellent overall communication between City's staff and our portfolio management team and investment advisors. The City will also have direct access to the portfolio managers to discuss the development and execution of the City's investment strategy. In addition to our robust transaction management and reporting systems, our investments in advanced technology allow us to bring our clients the best in in-house research and modelling capabilities from a risk management perspective as well as enhanced data security assurance to meet your compliance objectives.

In today's ever-changing marketplace, Public Trust remains committed to our public -sector clients. We believe that client service begins with addressing the questions and needs of those who are considering our firm's services. In preparing our proposal, we have taken great care in responding to each of your requirements in order to provide you with the most accurate, updated and relevant information as you prepare to select a firm to whom you will entrust the fulfillment of your investment management needs. We believe that our cost-effective solutions best fit the needs of the services utilized by the institutional public funds market. Servicing our clients' investment requirements and building meaningful partnerships is what defines us at Public Trust. We appreciate your consideration of Public Trust to provide investment advisory services to the City.

City of Beaumont

NAM
PIiII
Public Trust Advisors
Company and General Information
I . Company name and address.

Public Trust is headquartered in Denver, Colorado, and has office locations in California, Texas, Michigan, Indiana, Ohio, New York, Florida, and Arizona. The City's portfolio management team is located in our Los Angeles Office.

Denver, CO Headquarters
Los Angeles, CA office
717 17th Street, Suite 1850
Denver, CO 80202
550 S. Hope Street, Suite 560
Los Angeles, CA 90071

2. Letter of transmittal signed by an individual authorized to bind the respondent, stating that the respondent has read and will comply with all the terms and conditions of the RFP.

Please refer to the cover letter submitted preceding this proposal.

3. General information about the primary contact who would be able to answer questions about the proposal. Include name, title, telephone number and email address of the individual.

Tom Tight, Managing Director, is the primary contact for the City. His phone number is (855) 395- 3954 and his email address is [email protected].

Qualifications and Experience of the Firm
I . Describe the organization, date founded, and ownership of your firm. If your firm experienced a material change in organizational structure, ownership or management during the past three years, describe the change.

Public Trust was founded in September of 201I with the single goal of providing relationship -focused asset management and advisory services. The firm is led by a team of individuals that bring a wealth of experience serving in senior level positions with some of the nation's largest fixed income investment management and financial advisory firms.

For more than 20 years, public sector entities have trusted the professionals at Public Trust to provide investment management and advisory services for their liquidity, operating, reserve, and bond funds while first considering the safety and liquidity of the funds under management. The experienced and well-resourced team at Public Trust includes significant portfolio management experience and robust credit research analysis to structure portfolios that meet each client's investment objectives and enhance the potential for higher returns.

Public Trust has the size and scale to offer our clients significant resources, technology, and investment expertise. At the same time, Public Trust provides highly personalized service by investing the time to develop meaningful, long-term relationships with each client to fully serve and exceed their needs and expectations.

Public Trust is independent and privately owned — a structure that greatly benefits our clients as it ties firm success directly to the success of our clients. Our independence ensures that the firm remains solely accountable to our clients and not to a parent company or outside investor.

Our goal and mission are to serve clients as we would serve ourselves - by adding value, managing risk, and enhancing returns through a focused and repeatable investment process.

City of Beauirnont

4 IIIIi
Public Trust Advisors
Organizational Changes
In September of 20 l 9, one of the owners of Public Trust departed and a strategic investor partnered with the remaining five owners. This strategic partnership provides minority capital investments primarily for capital intensive investments in information technology and other areas of the firm. Please refer to our ADV Part 2A included as Appendix A for additional details.

2. Which office(s) of your organization will have primary responsibility for managing this account? List the members of your team who will be responsible for providing the services and for ongoing support.

The City will have two experienced primary investment advisors, Tom Tight, Managing Director, and John Grady, Managing Director. Mr. Tight and Mr. Grady have been providing investment advisory and management services to their clients' operating, reserve and bond funds for 25 and 23 years respectively. Mark Creger, Director, and Manuel San Luis, Vice President, based in Public Trust's Los Angeles office will serve as the City's primary portfolio managers. They are intimately familiar with California investment statutes and both have more than 15 years of portfolio management experience, managing public funds, in California. All other functions will be performed out of our Denver, CO headquarters.

The following chart provides biographical information for the team who would be dedicated to the City. We have provided full biographies in Appendix F.

Name
Title
Education
Role at Firm
Total Ind.

Exp.
(years)
Tenure
with Firm
(years)
Thomas N.

Tight, II
Managing
Director
BA, MBA, University of St.

Louis
Client Relations
(Primary)
25 8
John F.

Grady, III,
CTP
Managing
Director
BSBA, MBA, University of
Florida
Client Relations
23 8
Todd Alton,
CFA
President
BBA, University of Arkansas
Management
21 5
Neil Waud,
CFA
Chief
Investment
Officer
BA, University of Colorado
Portfolio
Manager
25 9
Randy
Palomba,
CFA
Managing
Director
BA, Western State College
Portfolio
Manager
38 9
Mark
Creger
Director
BA, University of Michigan
Portfolio
Manager
(Primary)
23 5
Cory Gebel,
CFA
Director
BA, University of Northern
Iowa
Portfolio
Manager
21 3
Manuel San
Luis
Vice President Berkeley
BA, University of California, Portfolio
Manager
14 5
City of Beaumont

5 Public Trust Advisors
Aaron
Joseph
Trade
Associate
BA, Pennsylvania State
University
Portfolio
Management
13 7
Kevin
Berents
Chief Risk
Officer
BA, MS University of
Colorado
Risk
Management
I4
3 Raphaele
Hunter,
CFA
Director of
Credit
Research
BA, MA. European Business
School
Credit
Research
Manager
I I
2 Carter
Genoar
Credit Trader
BA, University of Denver
Portfolio
Management
5 5
Sean
Fitzgerald
Senior Credit
Analyst
BS, University of North
Carolina at Wilmington
Senior Credit
Analyst
4 4
Patrick Edler
Credit Analyst
BS, Colorado State
University
Credit Analyst
4 2
Marcelo
Alaniz, CFA
Credit Analyst
BS, Metropolitan State
University of Denver
Credit Analyst
8 I
Christa
Kronquist
Vice President
BS, Northwest Missouri
State University, MBA,
University of Missouri at
Kansas City
Head of
Operations
25 6
Jen Gosselin
Vice President
BS, Columbia College
Client Service
26 9
Barry
Howsden
Director
BS, Colorado State
University
Chief
Compliance
Officer
25 9
* As of September 30, 2020

3. What is your firm's experience conducting the services requested? Describe comparable projects performed by your firm in the last five years, including number of projects, scope of service, and status of projects.

For more than 20 years, public sector entities have trusted the professionals at Public Trust to provide investment management and advisory services for their liquidity, operating, reserve, and bond funds while first considering the safety and liquidity of the funds under management. The experienced and well-resourced Public Trust team combines significant portfolio management experience and robust credit research analysis to structure portfolios that meet each client's investment objectives and enhance the potential for higher returns.

Public Trust has the size and scale to offer our clients significant resources, technology, and investment expertise. At the same time, Public Trust provides highly personalized service by investing the time to develop meaningful, long-term relationships with each client to fully serve and exceed their needs and expectations.

City of Beaumont

6 As of September 30, 2020, Public Trust manages $48.I billion in assets for 73 public fund and governmental entities with more than 234 individual portfolios. All assets under management are fixed income public funds with the primary investment objectives of safety, liquidity, and yield.

Public Agencies Treasury Program Experience
The Public Trust team of professionals dedicated to the City has significant experience in California in providing overall treasury management services with a specific focus on the investment management and advisory programs to several municipalities, counties, higher education, special districts. This team includes experienced individuals in the various aspects of investment management support for our clients' treasury management function covering more than four decades and multiple interest rate cycles:

Portfolio Management
✓ Full discretion
✓ Non -Discretionary
✓ Separately managed accounts
✓ Local government investment pools
Treasury management
✓ Investment Policy Development
✓ Cash flow analysis
✓ Daily cash management support and
report development
✓ Banking and custody RFP services
development
Training
✓ Full day 8 -hour CPE sessions
✓ Topic specific on -site training capabilities
✓ Web -cast training
Client communication focus
✓ Ongoing informal and formal discussions
✓ Quarterly meetings with annual presentation to
investment committee/elected officials
Accounting and reporting
✓ Full reporting transparency
✓ Tailored reports
✓ Available internal/external reporting
✓ Economic and market commentary
California Investment and Advisory Experience
Public Trust professionals have over 20 years of investment management and advisory experience in California and nationwide. The Public Trust team is intimately familiar with California Code regarding the investment of public funds.

Current Public Trust California Public Fund Clients
MI City of Covina
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NE
III
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WE
ME
MI
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In
MI
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WE
1111
Ill
SE
PE
City of Fullerton
City of Long Beach
City of Palm Springs
City of San Jacinto
Alameda County Transportation Commission
Bay Area Water Supply and Conservation Agency
Contra Costa Transportation Authority
San Mateo County Transportation Authority
California Wildfire Fund
Desert Community College District
City of Beaumont

NEM
Public Trust Advisors
Additional Public Trust Team California Public Fund Experience In addition, Public Trust professionals have worked with the following entities in California throughout their professional careers:

Antelope Valley
City of Arcadia
City of Benicia
City of Culver City
City of Lancaster
City of Menlo Park
City of Morgan Hill
City of Murrieta
City of Newport Beach
City of Poway
City of Rancho Cordova
City of San Mateo
City of San Pablo
Partial Client List Disclosure
aim
a
8n
811
uulI
8H
IBM
Ills
IMO
8ll
nn
11611
nll
City of San Rafael
City of Tracy
East Bay Regional Park District
First 5 Alameda County
City of Los Gatos
Marin Schools Insurance Authority
Orange County Transportation
Authority
Oro Loma Sanitary District
Poway Unified School District
San Diego Association of
Governments
Santa Fe Irrigation District
Sonoma County
u"iil City of Westminster
City of Yuba City
The above information is a sample list of current Public Trust clients and entities that Public Trust professionals have provided investment advisory services to during their careers. These entities were chosen based on service offering, investment objectives, or geographic location. This list should not be considered a recommendation or an endorsement by any client of Public Trust or the investment advisory services provided by Public Trust. It is not known whether the listed clients approve or disapprove of Public Trust or the services the clients receive from Public Trust.

4. Describe any other business affiliations (subsidiaries, joint ventures, "soft dollar arrangements with brokers). Describe your firm's policy on soft dollars.

Public Trust is an independent investment advisor with no conflicts of interest unlike firms that are compensated from serving multiple roles within the public sector such as underwriters, banking institutions, insurance companies, and financial advisory consultants. In addition, we do not transfer revenues or profits from our asset management firm to other joint ventures, subsidiaries, or owner owned companies affiliated under a parent company structure unlike other firms within the industry.

Public Trust prohibits the use of third -party soft dollar arrangements and has never entered into a soft dollar arrangement so our customers are never charged for any soft dollar research. During the course of doing business, however, we may receive research including unsolicited research from broker dealers. This information is often the same material that is made available to all their clients and publicly available through the Internet. As further outlined in Section 28(e) of the Securities and Exchange Act of 1934, this information is customary and permitted but could possibly be deemed as an implied economic benefit. Accordingly, Public Trust has adopted written policies and procedures regarding trading and brokerage selection and performs periodic reviews of all trading practices to help ensure that transactions are executed in the best interest of each individual client.

City of Beaumont

Public Trust Advisors

5. Describe your firm's experience managing fixed income portfolios for governmental entities.

Please refer to our response to number 3.

6. Does your firm act as a broker or as a primary dealer in securities or receive any other form of additional compensation (including soft dollars) for the client transactions aside from the direct fee paid by clients?
No. Public Trust does not act as a broker or primary dealer and does not receive any other form of additional compensation (including soft dollars) for the client transactions aside from the direct fee paid by clients.

7. Provide the number and types of accounts, total asset value, and composition of portfolios currently being managed by your firm.

Public Trust works exclusively with fixed income securities for our institutional public -sector clients.

As of September 30, 2020, Public Trust managed $48.1 billion for 73 clients with over 234 individual portfolios, exclusively for public sector clients.

8. Comment on other areas that may make your firm different form your competitors.

Why Public Trust?
For more than 20 years the professionals at Public Trust have provided investment advisory services to municipalities and public entities in California that are governed by California Code. Our local presence and familiarity with California Code and the seasonal cash flow profile of cities in California provides Public Trust with a unique advantage in our partnership with the City of Beaumont.

What Makes Public Trust Different?
Public Trust team has a long history of working with public sector clients in California, governed by State Code.

Client specific unique treasury management solutions, rather than a one -strategy -fits -all approach.

Investment advisor only business model that results in truly independent, objective advice for our clients.

Fully customized approach to investment program development and implementation.

Dedicated team approach to credit and risk management.

Pre- and post -trade compliance systems.

Secure, online, password -protected reporting platform with detailed portfolio analytics and reporting capabilities, including GASB 40 reporting.

The Public Trust team offers a comprehensive list of services to create and maintain and efficient and effective investment solution for public funds, including operating funds, bond proceeds, and debt service or other funds held in the charge of the City. Public Trust serves as extension of the City's staff to provide a focused approach to investment management. Below is a sample list of services offered in a customized investment solution.

Investment Policy Review:

Review statutes, bond covenants, and other governing documents to determine allowable investments and maturity parameters. Meet with City staff to determine objectives and risk City of Beaumont

9 tolerance. Recommend updates to policy if needed and present the changes to the governing board.
49E
WI
Cash Flow Analysis:

Work with City staff to determine cash needs in both operating funds (liquidity) and longer -term funds (Core). Review the project flows for bond proceeds and develop a strategy to manage the bond proceeds to the cash needs of the projects.

II
Investment Strategy:

Development of strategy to meet cash flow needs while efficiently and effectively investing funds.

Any proposed solution will be customized to governing documents, risk tolerance, and cash needs of the City.

Custodial/Safekeeping:

Agreements can be wrapped into contract or Public Trust can assist the City is procuring a custody bank relationship.
1,7 Arbitrage Rebate Services:

Agreements can be wrapped into contract
ai Reporting:

Provide customized reporting with 24/7 password -protected online access and training for staff to learn to use the system. All reports produced in this system are downloadable in PDF or Excel. uc+ Training:

Investment seminars, webinars and conferences available as needed by the City.

Board Presentations: Frequency of investment performance and/or other presentations to be determined by the City.

9. Describe your firm's sources of revenue, categorized by retail and institutional accounts. 100% Commitment to Public Funds Investment Management
As a truly independent investment management firm, Public Trust has a single revenue source from the investment management and advisory services we provide our clients. Public Trust works exclusively with fixed income securities for our institutional, public -sector clients.

This single -focus approach ensures all Public Trust resources are dedicated to providing a relationship - driven approach to investment and treasury management with the goal of implementing a program that protects the public's funds and creates an efficient environment that is tailored specifically to the management, accounting, and reconciliation of our clients' cash and investment programs. This also eliminates the risk of incorporating individual securities and overall investment strategies that are not appropriate for fixed income investing.

10. Is your firm a registered Investment Advisor under the Investment Advisor's Act of 1940, as amended?
Yes. Public Trust Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Adviser's Act of 1940, as amended.

Please refer to Appendix A for a copy of our ADV Part 2A.

City of Beaumont

1�9
Public Trust Advisors
I I. Describe any SEC, NASD, or regulatory censure or litigation involving your firm or its employees within the past three years.

Neither Public Trust nor any of its employees have ever faced SEC, NASD, or any other regulatory censure, litigation, or any legal proceeding with a regulatory agency. Public Trust is an employee - owned Limited Liability Company with no affiliates and no parent company. We place significant importance on our reputation and our commitment to our public -sector clients.

12. Did you, or will you, pay a finder's fee to any third party for business related to this account? Specify the recipients of any fee.

No, Public Trust does not receive any economic benefit, directly or indirectly, from any third party for advice rendered to Public Trust clients.

Qualifications and Experience of Proposed Project Team
I. Describe the qualifications of staff proposed for the assignment, position(s) in the firm, and types and amount of equivalent experience. Be sure to include any municipal agencies they have worked with in the past three years and their level of involvement. A description of how overall supervision will be provided should be included.

The City will have two experienced primary investment advisors, Tom Tight, Managing Director, and John Grady, Managing Director. Mr. Tight and Mr. Grady have been providing investment advisory and management services to their clients' operating, reserve and bond funds for 25 and 23 years respectively. Mark Creger, Director, and Manuel San Luis, Vice President, based in Public Trust's Los Angeles office will serve as the City's primary portfolio managers. They are intimately familiar with California investment statutes and both have more than 15 years of portfolio management experience, managing public funds, in California.

California Investment and Advisory Experience
Public Trust professionals have over 20 years of investment management and advisory experience in California and nationwide. The Public Trust team is intimately familiar with California Code regarding the investment of public funds.

Current Public Trust California Public Fund Clients
City of Covina
City of Fullerton
City of Long Beach
City of Palm Springs
City of San Jacinto
Alameda County Transportation Commission
Bay Area Water Supply and Conservation Agency
Contra Costa Transportation Authority
San Mateo County Transportation Authority
California Wildfire Fund
Desert Community College District
City of Beaumont

I

MUM
iIIrI
Public Trust Advisors
Portfolio Manager Oversight
The Chief Investment Officer, Neil Waud, CFA, oversees the Investment Management team as well as the portfolio management process. Concurrently, the Public Trust Compliance department is led by Chief Compliance Officer, Barry Howsden, IACCP who provides independent oversight over the portfolio management process. Public Trust leverages its robust compliance and trade order management systems seeking to help ensure all portfolios are compliant with client investment guidelines and state statute. Portfolios are checked for compliance on a pre- and post -trade basis.

Public Trust leverages a framework of manual and automated processes and responsibilities to help ensure compliance with each of our client's investment guidelines. Public Trust utilizes Bloomberg Asset and Investment Manager (AIM) to help deliver multi -asset solutions for front-end portfolio management and trading. Information from the client's investment guidelines is loaded into AIM to allow for consistent and efficient trading strategies, order management, electronic trading, best execution, and pre-, post-, and end -of -day compliance. Bloomberg AIM is fully integrated with the Bloomberg Trading professional service.

Portfolio Compliance and Audit Process
Compliance is crucial in assuring that all investment positions agree with the investment policies of our clients. Public Trust incorporates numerous steps to make sure the underlying assets held by the portfolio are compliant. Public Trust performs pre- and post -trade compliance verification checks on all portfolios. If a breach or violation occurs, email notifications are sent to notify the Chief Compliance Officer and the portfolio manager of the issue. The breach case will stay open until the issue is resolved, and an audit log of the breach case is maintained in the system. If a breach or violation of an investment policy occurs, Public Trust will notify the client of the instance and subsequently provide a plan to rectify the issue.

In addition to pre- and post -trade compliance, we employ warning limits to notify the portfolio manager of any positions nearing portfolio concentration breaches. This, in conjunction with the pre - trade compliance aspects, can assist the portfolio manager in better managing assets while seeking to maximize returns and limit risks all while keeping portfolios compliant.

Integrated Approach to Investment Management
Our investment management approach integrates the major investment management functions including portfolio management, investment advisory, and credit research with the operation and compliance functions. This coordinated approach in the asset management function provides oversight within each function while also coordinating resources for a consistent, safety first -focused investment strategy.

2. Identify the investment professionals (portfolio manager, analysts, and researchers) employed by your firm, by classification, and specify the average number of accounts handled by portfolio managers. Are there any established limits on accounts or assets under management?
The entire Public Trust staff is dedicated and committed to serving the public sector. We believe one of the strengths Public Trust brings to the City is the broad experience of our entire team; we have relationship managers, analytical professionals, portfolio managers, and back -office operations including compliance and reporting. While there are no formal established limits on accounts or assets under management, our focus in this area is to provide a team approach by ensuring the necessary resources are available for our clients.

City of Beaumont

I2

Public Trust Advisors
Classification
Professionals
(as of 9/30/20)
Portfolio Management
8 Credit Research
5 Administrative/Marketing
24 Investment Advisory
12 Accounting/Client Services
I I
Legal/Compliance
2 IT
7 3. Provide an affirmative statement that the primary contact and all assigned key professional staff are properly licensed to practice in California.

Tom Tight and all assigned key professional staff are properly licensed to practice in California.

4. Describe your firm's training and education efforts to keep portfolio managers informed of developments relevant to government investment managers.

Professional Portfolio Management Training
Public Trust has dedicated resources and training for portfolio managers. From an external perspective, our portfolio managers stay informed of market changes, macro legislative issues, and state and local specific events through real-time financial news resources as well as subscriptions to several publications directly related to the fixed income markets and the public funds sector. These professionals, along with our credit analysts, are responsible for attending training seminars and conferences within the industry that are appropriate for maintaining designations and licenses. Our portfolio managers and credit team professionals attend training on a periodic basis and target specific opportunities that are related to the fixed income markets and the management of public funds. Additional training sessions arise as new developments within the marketplace occur so our team stays up to date on current trends, legislation, and other factors that impact our clients' investments and the strategies we apply while maintaining a safety -first focus. In addition, many members of our portfolio management team hold the CFA designation and as such must complete continuing education required by the CFA Institute.

Internal and External Resources
Internally, the Public Trust portfolio managers are intimately knowledgeable of internal and external developments and events that may impact the investment management of our clients' portfolio. This is a natural and intended result of our approach to our client relationships. Our investment advisors serve as the client relationship manager and are responsible for maintaining ongoing communication with the client and the portfolio manager. In addition, we recommend periodic conferences/in-person meetings between the client and portfolio managers to ensure the investment management program in place is appropriate in the event of internal and/or market changes. Each client has direct access to their portfolio managers.

City of Beaumont

I3

Public Trust Advisors
Client Direct Training on Public Funds Portfolio Strategies The Public Trust portfolio managers provide training on investment management related topics for our clients who have direct responsibility for the safety of public funds. Our training seminars team up Public Trust professionals with professionals in related areas within the industry including accounting firms, underwriters, financial advisors, public officials, and legal counsel. This provides our team and our clients with a substantial network of professionals nationwide and serves as a significant resource for disseminating information in a timely manner.

5. Has there been any turnover of professional staff in the firm in the last three years assigned to public sector clients?
Since inception, a primary focus Public Trust has been dedicating experienced professionals in all areas of the firm as a direct resource for our clients. As part of our growth, we continue to evaluate the structure of the organization, and we continue to expand in several areas including investment advisory, client services, portfolio management, and credit research.

In the last three years, Public Trust has added six senior professionals to expand the portfolio management, credit research teams and investment advisory teams. Also, in the last three years, four senior professionals left the firm, one due to retirement and the other three to pursue opportunities outside the firm. Notably, Public Trust has grown to almost 70 employees in 2020, from almost 50 in 2017.

6. Summarize your assets under management (institutional only) over the past five years and average assets per client.

As of September 30, 2020, Public Trust managed $48.1 billion in assets for 73 clients with more than 234 individual portfolios. All assets under management are public funds invested in fixed income securities with the primary investment objectives of safety, liquidity, and yield. Average assets per client is approximately $ 150 million.
550.00
$45.00
S40,00
$35.00
.4 $30.00
$25.00
s 520.00
$15,00
$10,00
55,00
5 Growth in Assets Under Management
$6.72
$3-30
El
12/31/12 12/31/13
$7.90
$11.98
1 $1967
$25.48
$32.77
$42.42
$48.07
12/31/14 12/31/15 12/37/16 12/31/17 12/31/18 12/31/19 9/30/20 We believe our firm's growth is a result of our approach to client relationships and the importance we place on seeking to ensure we provide a team of dedicated investment professionals with the necessary resources to serve our clients.

City of Beaumont